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 | $83,983 | $126,574-33.6% | $106,213-20.9% | $145,922-42.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 9.50% | 224.79%-215.3pp | 116.14%-106.6pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,192 | $3,730-14.4% | $3,171+0.6% | $4,660-31.5% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $7,625 | $17,304-55.9% | $11,033-30.9% | $13,397-43.1% |