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 7-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 | $93,743 | $165,984-43.5% | $164,813-43.1% | $145,922-35.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 15.27% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,346 | $5,273+1.4% | $4,341+23.1% | $4,660+14.7% |
| Participant deferral / active EE | $9,866 | $6,959+41.8% | $6,031+63.6% | $6,688+47.5% |
| Admin fee / account holder | $13,160 | $16,648-21.0% | $12,690+3.7% | $13,397-1.8% |