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 6-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 | $84,564 | $105,181-19.6% | $159,436-47.0% | $85,850-1.5% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 16.04% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,483 | $3,318-25.2% | $4,829-48.6% | $2,565-3.2% |
| Participant deferral / active EE | $6,653 | $5,945+11.9% | $7,352-9.5% | $3,952+68.4% |
| Admin fee / account holder | $20,787 | $6,933+199.8% | $10,799+92.5% | $6,260+232.1% |