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 | $80,007 | $99,020-19.2% | $86,590-7.6% | $147,584-45.8% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 12.91% | 1312.34%-1299.4pp | 964.84%-951.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,844 | $3,132-9.2% | $2,839+0.2% | $4,876-41.7% |
| Participant deferral / active EE | $5,031 | $3,972+26.7% | $3,609+39.4% | $5,439-7.5% |
| Admin fee / account holder | $721 | $5,710-87.4% | $4,906-85.3% | $10,885-93.4% |