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 | $109,006 | $111,724-2.4% | $93,606+16.5% | $145,922-25.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 21.64% | 202.98%-181.3pp | 133.20%-111.6pp | 561.29%-539.6pp |
| Employer contribution / active EE | $1,394 | $3,090-54.9% | $2,420-42.4% | $4,660-70.1% |
| Participant deferral / active EE | $8,110 | $4,912+65.1% | $4,411+83.9% | $6,688+21.3% |
| Admin fee / account holder | $890 | $10,250-91.3% | $8,285-89.3% | $13,397-93.4% |