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 | $92,334 | $126,574-27.1% | $106,213-13.1% | $145,922-36.7% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 15.88% | 224.79%-208.9pp | 116.14%-100.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $6,310 | $3,730+69.1% | $3,171+98.9% | $4,660+35.4% |
| Participant deferral / active EE | $6,367 | $5,724+11.2% | $5,016+26.9% | $6,688-4.8% |
| Admin fee / account holder | $15,420 | $17,304-10.9% | $11,033+39.8% | $13,397+15.1% |