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 | $90,142 | $102,317-11.9% | $146,958-38.7% | $80,856+11.5% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 14.33% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,291 | $3,713-11.4% | $4,933-33.3% | $2,755+19.4% |
| Participant deferral / active EE | $12,018 | $6,644+80.9% | $8,070+48.9% | $4,296+179.8% |
| Admin fee / account holder | $5,852 | $7,941-26.3% | $12,998-55.0% | $6,918-15.4% |