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 | $109,975 | $210,648-47.8% | $177,989-38.2% | $145,922-24.6% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 15.94% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,980 | $4,565-12.8% | $3,949+0.8% | $4,660-14.6% |
| Participant deferral / active EE | $8,976 | $6,958+29.0% | $6,276+43.0% | $6,688+34.2% |
| Admin fee / account holder | $2,632 | $12,013-78.1% | $10,363-74.6% | $13,397-80.4% |