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 | $83,364 | $129,217-35.5% | $93,406-10.8% | $158,922-47.5% |
| Participation rate | 85.7% | 71.0%+14.7pp | 66.8%+18.9pp | 82.0%+3.8pp |
| Annual return | 12.97% | 118.21%-105.2pp | 78.05%-65.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,558 | $2,711+31.2% | $2,075+71.5% | $4,761-25.3% |
| Participant deferral / active EE | $2,084 | $3,909-46.7% | $3,126-33.3% | $5,982-65.2% |
| Admin fee / account holder | $10,708 | $7,383+45.0% | $5,230+104.8% | $11,246-4.8% |