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 | $87,940 | $102,317-14.1% | $146,958-40.2% | $80,856+8.8% |
| Participation rate | 75.6% | 75.8%-0.3pp | 82.2%-6.6pp | 67.6%+7.9pp |
| Annual return | 14.52% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,310 | $3,713-37.8% | $4,933-53.2% | $2,755-16.1% |
| Participant deferral / active EE | $3,665 | $6,644-44.8% | $8,070-54.6% | $4,296-14.7% |
| Admin fee / account holder | $1,892 | $7,941-76.2% | $12,998-85.4% | $6,918-72.7% |