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 | $82,652 | $91,552-9.7% | $133,956-38.3% | $79,858+3.5% |
| Participation rate | 98.4% | 73.3%+25.0pp | 79.8%+18.5pp | 69.6%+28.8pp |
| Annual return | 33.43% | 61.85%-28.4pp | 45.09%-11.7pp | 31.71%+1.7pp |
| Employer contribution / active EE | $1,563 | $2,384-34.4% | $3,919-60.1% | $2,471-36.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,773 | $6,321+70.4% | $8,927+20.7% | $5,306+103.0% |