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 | $97,985 | $159,901-38.7% | $146,958-33.3% | $145,922-32.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 11.07% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,733 | $5,286-48.3% | $4,933-44.6% | $4,660-41.3% |
| Participant deferral / active EE | $6,610 | $8,428-21.6% | $8,070-18.1% | $6,688-1.2% |
| Admin fee / account holder | $43,317 | $15,044+187.9% | $12,998+233.3% | $13,397+223.3% |