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 | $83,737 | $96,305-13.1% | $80,569+3.9% | $139,434-39.9% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.3pp | 80.3%+0.9pp |
| Annual return | 14.34% | 1350.08%-1335.7pp | 935.43%-921.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,337 | $3,262-28.4% | $2,723-14.2% | $4,751-50.8% |
| Participant deferral / active EE | $4,244 | $5,232-18.9% | $4,447-4.6% | $6,710-36.8% |
| Admin fee / account holder | $3,158 | $6,599-52.1% | $5,377-41.3% | $11,403-72.3% |