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 | $86,515 | $65,561+32.0% | $86,188+0.4% | $75,163+15.1% |
| Participation rate | 93.1% | 60.5%+32.6pp | 69.0%+24.1pp | 67.2%+25.9pp |
| Annual return | 16.86% | 46.05%-29.2pp | 1168.45%-1151.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,054 | $1,553+32.3% | $2,380-13.7% | $2,670-23.1% |
| Participant deferral / active EE | $5,486 | $3,024+81.4% | $3,985+37.7% | $4,125+33.0% |
| Admin fee / account holder | $19,833 | $5,474+262.3% | $6,852+189.5% | $5,651+251.0% |