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 | $85,222 | $102,317-16.7% | $146,958-42.0% | $80,856+5.4% |
| Participation rate | 94.5% | 75.8%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 19.04% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $6,317 | $3,713+70.1% | $4,933+28.1% | $2,755+129.3% |
| Participant deferral / active EE | $15,871 | $6,644+138.9% | $8,070+96.7% | $4,296+269.5% |
| Admin fee / account holder | $4,731 | $7,941-40.4% | $12,998-63.6% | $6,918-31.6% |