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 | $86,002 | $159,901-46.2% | $146,958-41.5% | $145,922-41.1% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 12.61% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,982 | $5,286-24.7% | $4,933-19.3% | $4,660-14.5% |
| Participant deferral / active EE | $11,561 | $8,428+37.2% | $8,070+43.3% | $6,688+72.9% |
| Admin fee / account holder | $29,648 | $15,044+97.1% | $12,998+128.1% | $13,397+121.3% |