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 | $82,166 | $91,538-10.2% | $129,995-36.8% | $75,163+9.3% |
| Participation rate | 86.0% | 71.4%+14.5pp | 78.5%+7.5pp | 67.2%+18.8pp |
| Annual return | 17.42% | -631.11%+648.5pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $5,473 | $2,845+92.3% | $4,320+26.7% | $2,670+105.0% |
| Participant deferral / active EE | $5,812 | $4,341+33.9% | $5,820-0.1% | $4,125+40.9% |
| Admin fee / account holder | $10,970 | $6,790+61.5% | $10,614+3.3% | $5,651+94.1% |