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 6-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 | $83,342 | $159,901-47.9% | $146,958-43.3% | $145,922-42.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.72% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $9,182 | $5,286+73.7% | $4,933+86.1% | $4,660+97.1% |
| Participant deferral / active EE | $16,609 | $8,428+97.1% | $8,070+105.8% | $6,688+148.4% |
| Admin fee / account holder | $6,807 | $15,044-54.8% | $12,998-47.6% | $13,397-49.2% |