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 | $99,756 | $100,773-1.0% | $88,946+12.2% | $142,382-29.9% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 41.18% | 70.18%-29.0pp | 57.82%-16.6pp | 217.08%-175.9pp |
| Employer contribution / active EE | $3,278 | $2,918+12.3% | $2,555+28.3% | $4,299-23.8% |
| Participant deferral / active EE | $11,861 | $5,230+126.8% | $4,581+158.9% | $6,507+82.3% |
| Admin fee / account holder | $921 | $9,693-90.5% | $8,261-88.9% | $12,624-92.7% |