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 4-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 | $84,449 | $102,317-17.5% | $146,958-42.5% | $80,856+4.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 13.12% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $14,338 | $3,713+286.1% | $4,933+190.7% | $2,755+420.5% |
| Participant deferral / active EE | $7,589 | $6,644+14.2% | $8,070-6.0% | $4,296+76.7% |
| Admin fee / account holder | $664 | $7,941-91.6% | $12,998-94.9% | $6,918-90.4% |