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 3-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 | $87,252 | $102,317-14.7% | $146,958-40.6% | $80,856+7.9% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 13.62% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,578 | $3,713+50.2% | $4,933+13.1% | $2,755+102.5% |
| Participant deferral / active EE | $9,677 | $6,644+45.7% | $8,070+19.9% | $4,296+125.3% |
| Admin fee / account holder | $5,919 | $7,941-25.5% | $12,998-54.5% | $6,918-14.4% |