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 8-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 | $103,669 | $159,901-35.2% | $146,958-29.5% | $145,922-29.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 10.87% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,504 | $5,286-33.7% | $4,933-29.0% | $4,660-24.8% |
| Participant deferral / active EE | $8,507 | $8,428+0.9% | $8,070+5.4% | $6,688+27.2% |
| Admin fee / account holder | $36,923 | $15,044+145.4% | $12,998+184.1% | $13,397+175.6% |