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 | $67,191 | $102,317-34.3% | $146,958-54.3% | $80,856-16.9% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.2%+0.5pp | 67.6%+15.0pp |
| Annual return | 14.28% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,157 | $3,713-68.8% | $4,933-76.5% | $2,755-58.0% |
| Participant deferral / active EE | $6,384 | $6,644-3.9% | $8,070-20.9% | $4,296+48.6% |
| Admin fee / account holder | $7,927 | $7,941-0.2% | $12,998-39.0% | $6,918+14.6% |