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 | $87,124 | $96,635-9.8% | $86,612+0.6% | $139,434-37.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 14.89% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,242 | $3,263-61.9% | $3,022-58.9% | $4,751-73.9% |
| Participant deferral / active EE | $3,516 | $4,836-27.3% | $4,438-20.8% | $6,710-47.6% |
| Admin fee / account holder | $5,526 | $6,408-13.8% | $5,614-1.6% | $11,403-51.5% |