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 | $117,476 | $118,849-1.2% | $96,562+21.7% | $167,490-29.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 12.72% | 50.49%-37.8pp | 37.78%-25.1pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,710 | $3,120-45.2% | $2,356-27.5% | $4,837-64.7% |
| Participant deferral / active EE | $10,107 | $4,616+119.0% | $3,849+162.6% | $6,341+59.4% |
| Admin fee / account holder | $1,339 | $8,065-83.4% | $6,181-78.3% | $12,309-89.1% |