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 | $93,905 | $755,339-87.6% | $379,746-75.3% | $158,922-40.9% |
| Participation rate | 85.7% | 81.8%+4.0pp | 78.4%+7.3pp | 82.0%+3.8pp |
| Annual return | 16.22% | 53.41%-37.2pp | 34.90%-18.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $4,825 | $4,685+3.0% | $3,540+36.3% | $4,761+1.3% |
| Participant deferral / active EE | $10,968 | $7,938+38.2% | $6,024+82.1% | $5,982+83.3% |
| Admin fee / account holder | $12,980 | $14,482-10.4% | $7,927+63.8% | $11,246+15.4% |