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 10-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 | $89,085 | $102,317-12.9% | $146,958-39.4% | $80,856+10.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 15.05% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,553 | $3,713-4.3% | $4,933-28.0% | $2,755+29.0% |
| Participant deferral / active EE | $9,225 | $6,644+38.9% | $8,070+14.3% | $4,296+114.8% |
| Admin fee / account holder | $14,846 | $7,941+86.9% | $12,998+14.2% | $6,918+114.6% |