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 | $92,561 | $159,901-42.1% | $146,958-37.0% | $145,922-36.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 44.09% | 98.13%-54.0pp | 418.34%-374.2pp | 561.29%-517.2pp |
| Employer contribution / active EE | $2,344 | $5,286-55.7% | $4,933-52.5% | $4,660-49.7% |
| Participant deferral / active EE | $8,909 | $8,428+5.7% | $8,070+10.4% | $6,688+33.2% |
| Admin fee / account holder | $23,981 | $15,044+59.4% | $12,998+84.5% | $13,397+79.0% |