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 | $88,629 | $95,561-7.3% | $77,163+14.9% | $139,434-36.4% |
| Participation rate | 90.0% | 73.9%+16.1pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 15.17% | 54.92%-39.8pp | 37.87%-22.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,449 | $3,147-54.0% | $2,535-42.8% | $4,751-69.5% |
| Participant deferral / active EE | $5,922 | $4,624+28.1% | $3,833+54.5% | $6,710-11.7% |
| Admin fee / account holder | $14,533 | $8,295+75.2% | $5,472+165.6% | $11,403+27.5% |