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 | $90,074 | $159,901-43.7% | $146,958-38.7% | $145,922-38.3% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 18.20% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,196 | $5,286-20.6% | $4,933-14.9% | $4,660-9.9% |
| Participant deferral / active EE | $8,931 | $8,428+6.0% | $8,070+10.7% | $6,688+33.5% |
| Admin fee / account holder | $1,141 | $15,044-92.4% | $12,998-91.2% | $13,397-91.5% |