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 | $95,838 | $144,119-33.5% | $117,854-18.7% | $147,584-35.1% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | 15.10% | 531.15%-516.0pp | 335.08%-320.0pp | 578.55%-563.4pp |
| Employer contribution / active EE | $5,000 | $4,896+2.1% | $3,786+32.1% | $4,876+2.5% |
| Participant deferral / active EE | $2,350 | $5,316-55.8% | $4,482-47.6% | $5,439-56.8% |
| Admin fee / account holder | $2,561 | $10,886-76.5% | $8,020-68.1% | $10,885-76.5% |