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 | $83,716 | $115,770-27.7% | $101,248-17.3% | $158,922-47.3% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 14.44% | 56.14%-41.7pp | 46.47%-32.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $5,488 | $4,175+31.5% | $3,660+50.0% | $4,761+15.3% |
| Participant deferral / active EE | $1,502 | $4,957-69.7% | $4,370-65.6% | $5,982-74.9% |
| Admin fee / account holder | $1,897 | $7,245-73.8% | $5,945-68.1% | $11,246-83.1% |