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 | $82,646 | $105,998-22.0% | $92,233-10.4% | $147,584-44.0% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 21.63% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,598 | $4,333-63.1% | $3,679-56.6% | $4,876-67.2% |
| Participant deferral / active EE | $3,519 | $4,478-21.4% | $3,897-9.7% | $5,439-35.3% |
| Admin fee / account holder | $1,001 | $6,332-84.2% | $5,194-80.7% | $10,885-90.8% |