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 | $90,959 | $159,901-43.1% | $146,958-38.1% | $145,922-37.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.02% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,951 | $5,286-6.3% | $4,933+0.4% | $4,660+6.2% |
| Participant deferral / active EE | $14,669 | $8,428+74.0% | $8,070+81.8% | $6,688+119.3% |
| Admin fee / account holder | $534 | $15,044-96.5% | $12,998-95.9% | $13,397-96.0% |