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 | $79,265 | $183,519-56.8% | $155,509-49.0% | $145,922-45.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.28% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $10,907 | $5,313+105.3% | $4,672+133.4% | $4,660+134.1% |
| Participant deferral / active EE | $7,917 | $6,462+22.5% | $5,626+40.7% | $6,688+18.4% |
| Admin fee / account holder | $1,461 | $19,313-92.4% | $15,912-90.8% | $13,397-89.1% |