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 | $84,887 | $115,770-26.7% | $101,248-16.2% | $158,922-46.6% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 12.66% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,395 | $4,175-42.6% | $3,660-34.6% | $4,761-49.7% |
| Participant deferral / active EE | $3,275 | $4,957-33.9% | $4,370-25.1% | $5,982-45.2% |
| Admin fee / account holder | $645 | $7,245-91.1% | $5,945-89.2% | $11,246-94.3% |