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 | $83,490 | $96,635-13.6% | $86,612-3.6% | $139,434-40.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.09% | 106.41%-91.3pp | 591.07%-576.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,705 | $3,263+44.2% | $3,022+55.7% | $4,751-1.0% |
| Participant deferral / active EE | $6,020 | $4,836+24.5% | $4,438+35.7% | $6,710-10.3% |
| Admin fee / account holder | $3,416 | $6,408-46.7% | $5,614-39.1% | $11,403-70.0% |