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 9-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 | $86,991 | $124,319-30.0% | $111,297-21.8% | $167,490-48.1% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 49.50% | 37.44%+12.1pp | 54.65%-5.2pp | 478.56%-429.1pp |
| Employer contribution / active EE | $2,649 | $3,435-22.9% | $2,731-3.0% | $4,837-45.2% |
| Participant deferral / active EE | $6,061 | $5,180+17.0% | $4,487+35.1% | $6,341-4.4% |
| Admin fee / account holder | $1,278 | $10,618-88.0% | $7,964-83.9% | $12,309-89.6% |