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 | $85,151 | $175,202-51.4% | $149,673-43.1% | $139,434-38.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 24.18% | 166.71%-142.5pp | 134.42%-110.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $12,334 | $5,474+125.3% | $4,818+156.0% | $4,751+159.6% |
| Participant deferral / active EE | $5,192 | $6,519-20.4% | $5,680-8.6% | $6,710-22.6% |
| Admin fee / account holder | $1,310 | $16,150-91.9% | $13,210-90.1% | $11,403-88.5% |