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 | $92,915 | $94,625-1.8% | $116,228-20.1% | $84,808+9.6% |
| Participation rate | 93.3% | 70.4%+22.9pp | 74.6%+18.8pp | 68.3%+25.0pp |
| Annual return | 33.72% | 20.40%+13.3pp | 90.06%-56.3pp | 40.90%-7.2pp |
| Employer contribution / active EE | $10,322 | $2,347+339.9% | $2,994+244.7% | $2,631+292.3% |
| Participant deferral / active EE | $15,710 | $3,972+295.5% | $4,953+217.2% | $4,212+273.0% |
| Admin fee / account holder | $6,778 | $10,091-32.8% | $11,989-43.5% | $7,344-7.7% |