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 | $98,289 | $105,181-6.6% | $159,436-38.4% | $85,850+14.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 18.23% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $2,480 | $3,318-25.3% | $4,829-48.7% | $2,565-3.3% |
| Participant deferral / active EE | $7,775 | $5,945+30.8% | $7,352+5.8% | $3,952+96.8% |
| Admin fee / account holder | $13,211 | $6,933+90.5% | $10,799+22.3% | $6,260+111.0% |