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 | $89,006 | $159,901-44.3% | $146,958-39.4% | $145,922-39.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.49% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,183 | $5,286-58.7% | $4,933-55.7% | $4,660-53.1% |
| Participant deferral / active EE | $14,906 | $8,428+76.9% | $8,070+84.7% | $6,688+122.9% |
| Admin fee / account holder | $28,526 | $15,044+89.6% | $12,998+119.5% | $13,397+112.9% |