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 | $86,744 | $105,998-18.2% | $92,233-6.0% | $147,584-41.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 11.87% | 50.05%-38.2pp | 176.28%-164.4pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,234 | $4,333-71.5% | $3,679-66.5% | $4,876-74.7% |
| Participant deferral / active EE | $3,137 | $4,478-29.9% | $3,897-19.5% | $5,439-42.3% |
| Admin fee / account holder | $773 | $6,332-87.8% | $5,194-85.1% | $10,885-92.9% |