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 | $85,550 | $107,334-20.3% | $92,893-7.9% | $152,861-44.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 24.71% | 145.58%-120.9pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,137 | $4,221-73.1% | $3,653-68.9% | $4,762-76.1% |
| Participant deferral / active EE | $8,877 | $4,845+83.2% | $4,236+109.6% | $5,850+51.7% |
| Admin fee / account holder | $1,800 | $7,079-74.6% | $5,794-68.9% | $11,596-84.5% |