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 8-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 | $92,902 | $96,635-3.9% | $86,612+7.3% | $139,434-33.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 19.14% | 106.41%-87.3pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,069 | $3,263-36.6% | $3,022-31.5% | $4,751-56.4% |
| Participant deferral / active EE | $8,703 | $4,836+80.0% | $4,438+96.1% | $6,710+29.7% |
| Admin fee / account holder | $702 | $6,408-89.1% | $5,614-87.5% | $11,403-93.8% |