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 | $84,490 | $107,334-21.3% | $92,893-9.0% | $152,861-44.7% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 20.83% | 145.58%-124.8pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,678 | $4,221-36.6% | $3,653-26.7% | $4,762-43.8% |
| Participant deferral / active EE | $7,369 | $4,845+52.1% | $4,236+74.0% | $5,850+26.0% |
| Admin fee / account holder | $304 | $7,079-95.7% | $5,794-94.8% | $11,596-97.4% |