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 6-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 | $95,828 | $102,317-6.3% | $146,958-34.8% | $80,856+18.5% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 16.02% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $7,772 | $3,713+109.3% | $4,933+57.5% | $2,755+182.1% |
| Participant deferral / active EE | $7,826 | $6,644+17.8% | $8,070-3.0% | $4,296+82.2% |
| Admin fee / account holder | $1,078 | $7,941-86.4% | $12,998-91.7% | $6,918-84.4% |