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 4-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 | $91,414 | $102,317-10.7% | $146,958-37.8% | $80,856+13.1% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.1pp | 67.6%+22.6pp |
| Annual return | 16.26% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,366 | $3,713+17.6% | $4,933-11.5% | $2,755+58.5% |
| Participant deferral / active EE | $8,925 | $6,644+34.3% | $8,070+10.6% | $4,296+107.8% |
| Admin fee / account holder | $14,699 | $7,941+85.1% | $12,998+13.1% | $6,918+112.5% |