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 | $78,283 | $159,901-51.0% | $146,958-46.7% | $145,922-46.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 29.15% | 98.13%-69.0pp | 418.34%-389.2pp | 561.29%-532.1pp |
| Employer contribution / active EE | $3,868 | $5,286-26.8% | $4,933-21.6% | $4,660-17.0% |
| Participant deferral / active EE | $7,431 | $8,428-11.8% | $8,070-7.9% | $6,688+11.1% |
| Admin fee / account holder | $3,733 | $15,044-75.2% | $12,998-71.3% | $13,397-72.1% |