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 | $80,006 | $106,890-25.2% | $84,015-4.8% | $152,861-47.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 18.83% | 104.99%-86.2pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,485 | $2,734-9.1% | $1,983+25.3% | $4,762-47.8% |
| Participant deferral / active EE | $2,966 | $4,011-26.1% | $3,239-8.4% | $5,850-49.3% |
| Admin fee / account holder | $8,553 | $8,285+3.2% | $6,101+40.2% | $11,596-26.2% |