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 | $80,676 | $209,411-61.5% | $178,490-54.8% | $158,922-49.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.61% | 188.75%-175.1pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,653 | $5,706-53.5% | $5,011-47.1% | $4,761-44.3% |
| Participant deferral / active EE | $3,376 | $5,954-43.3% | $5,202-35.1% | $5,982-43.6% |
| Admin fee / account holder | $22,509 | $17,074+31.8% | $13,984+61.0% | $11,246+100.2% |