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 | $85,284 | $109,982-22.5% | $97,226-12.3% | $145,922-41.6% |
| Participation rate | 91.3% | 75.9%+15.4pp | 72.7%+18.6pp | 80.3%+11.0pp |
| Annual return | 14.41% | 242.90%-228.5pp | 75.13%-60.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,280 | $3,084-26.1% | $2,729-16.4% | $4,660-51.1% |
| Participant deferral / active EE | $6,592 | $4,676+41.0% | $4,264+54.6% | $6,688-1.4% |
| Admin fee / account holder | $29,198 | $6,221+369.4% | $5,654+416.5% | $13,397+117.9% |