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 | $88,495 | $159,901-44.7% | $146,958-39.8% | $145,922-39.4% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 13.63% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,487 | $5,286-34.0% | $4,933-29.3% | $4,660-25.2% |
| Participant deferral / active EE | $8,594 | $8,428+2.0% | $8,070+6.5% | $6,688+28.5% |
| Admin fee / account holder | $22,400 | $15,044+48.9% | $12,998+72.3% | $13,397+67.2% |