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 | $67,814 | $102,317-33.7% | $146,958-53.9% | $80,856-16.1% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 14.19% | 134.76%-120.6pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,547 | $3,713-4.5% | $4,933-28.1% | $2,755+28.8% |
| Participant deferral / active EE | $6,248 | $6,644-6.0% | $8,070-22.6% | $4,296+45.5% |
| Admin fee / account holder | $7,247 | $7,941-8.7% | $12,998-44.2% | $6,918+4.8% |