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 | $89,196 | $102,966-13.4% | $90,281-1.2% | $152,861-41.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 18.96% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,656 | $3,139-15.4% | $2,854-7.0% | $4,762-44.2% |
| Participant deferral / active EE | $4,482 | $4,281+4.7% | $3,885+15.4% | $5,850-23.4% |
| Admin fee / account holder | $3,371 | $6,171-45.4% | $5,351-37.0% | $11,596-70.9% |