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 | $83,982 | $109,982-23.6% | $97,226-13.6% | $145,922-42.4% |
| Participation rate | 84.6% | 75.9%+8.7pp | 72.7%+11.9pp | 80.3%+4.3pp |
| Annual return | 16.85% | 242.90%-226.1pp | 75.13%-58.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,030 | $3,084-34.2% | $2,729-25.6% | $4,660-56.4% |
| Participant deferral / active EE | $8,844 | $4,676+89.1% | $4,264+107.4% | $6,688+32.2% |
| Admin fee / account holder | $9,455 | $6,221+52.0% | $5,654+67.2% | $13,397-29.4% |