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 10-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 | $93,188 | $95,416-2.3% | $185,823-49.9% | $85,850+8.5% |
| Participation rate | 79.5% | 68.8%+10.7pp | 81.7%-2.2pp | 69.3%+10.2pp |
| Annual return | 53.36% | 23.59%+29.8pp | 122.05%-68.7pp | 318.53%-265.2pp |
| Employer contribution / active EE | $3,359 | $3,314+1.4% | $5,167-35.0% | $2,565+30.9% |
| Participant deferral / active EE | $2,888 | $3,423-15.6% | $5,568-48.1% | $3,952-26.9% |
| Admin fee / account holder | $27,414 | $7,213+280.1% | $16,237+68.8% | $6,260+337.9% |