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 | $107,268 | $74,888+43.2% | $71,209+50.6% | $142,382-24.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 13.69% | 345.14%-331.5pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,139 | $2,854-60.1% | $2,721-58.1% | $4,299-73.5% |
| Participant deferral / active EE | $4,297 | $4,454-3.5% | $4,175+2.9% | $6,507-34.0% |
| Admin fee / account holder | $2,039 | $5,568-63.4% | $5,349-61.9% | $12,624-83.8% |