See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,913 | $77,145-0.3% | $108,410-29.1% | $85,850-10.4% |
| Participation rate | 83.3% | 74.7%+8.7pp | 80.1%+3.2pp | 69.3%+14.0pp |
| Annual return | 14.88% | 44.54%-29.7pp | 905.27%-890.4pp | 318.53%-303.6pp |
| Employer contribution / active EE | $4,137 | $2,379+73.9% | $3,558+16.3% | $2,565+61.3% |
| Participant deferral / active EE | $8,386 | $5,566+50.7% | $6,563+27.8% | $3,952+112.2% |
| Admin fee / account holder | $18,136 | $5,172+250.7% | $7,295+148.6% | $6,260+189.7% |