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 | $83,080 | $83,902-1.0% | $167,512-50.4% | $84,808-2.0% |
| Participation rate | 92.5% | 66.5%+26.1pp | 77.1%+15.5pp | 68.3%+24.2pp |
| Annual return | 17.73% | 91.55%-73.8pp | 1615.79%-1598.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,206 | $2,264-2.6% | $3,882-43.2% | $2,631-16.2% |
| Participant deferral / active EE | $7,774 | $4,442+75.0% | $6,405+21.4% | $4,212+84.6% |
| Admin fee / account holder | $15,181 | $7,915+91.8% | $9,769+55.4% | $7,344+106.7% |