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 9-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 | $85,382 | $96,635-11.6% | $86,612-1.4% | $139,434-38.8% |
| Participation rate | 86.4% | 74.4%+12.0pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 14.83% | 106.41%-91.6pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,146 | $3,263-3.6% | $3,022+4.1% | $4,751-33.8% |
| Participant deferral / active EE | $10,963 | $4,836+126.7% | $4,438+147.0% | $6,710+63.4% |
| Admin fee / account holder | $5,382 | $6,408-16.0% | $5,614-4.1% | $11,403-52.8% |