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 | $82,029 | $102,604-20.1% | $86,188-4.8% | $139,434-41.2% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.0%+24.8pp | 80.3%+13.4pp |
| Annual return | 12.79% | 1922.51%-1909.7pp | 1168.45%-1155.7pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,203 | $3,032-27.4% | $2,380-7.5% | $4,751-53.6% |
| Participant deferral / active EE | $4,493 | $4,676-3.9% | $3,985+12.7% | $6,710-33.0% |
| Admin fee / account holder | $7,179 | $8,657-17.1% | $6,852+4.8% | $11,403-37.0% |