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 | $84,226 | $96,635-12.8% | $86,612-2.8% | $139,434-39.6% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 13.43% | 106.41%-93.0pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,878 | $3,263+49.5% | $3,022+61.4% | $4,751+2.7% |
| Participant deferral / active EE | $3,638 | $4,836-24.8% | $4,438-18.0% | $6,710-45.8% |
| Admin fee / account holder | $6,754 | $6,408+5.4% | $5,614+20.3% | $11,403-40.8% |