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 | $80,699 | $118,849-32.1% | $96,562-16.4% | $167,490-51.8% |
| Participation rate | 82.4% | 75.5%+6.9pp | 69.8%+12.5pp | 82.1%+0.2pp |
| Annual return | 19.05% | 50.49%-31.4pp | 37.78%-18.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $4,044 | $3,120+29.6% | $2,356+71.6% | $4,837-16.4% |
| Participant deferral / active EE | $4,234 | $4,616-8.3% | $3,849+10.0% | $6,341-33.2% |
| Admin fee / account holder | $21,780 | $8,065+170.1% | $6,181+252.4% | $12,309+76.9% |