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 | $87,690 | $111,724-21.5% | $93,606-6.3% | $145,922-39.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.1pp |
| Annual return | 10.54% | 202.98%-192.4pp | 133.20%-122.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $6,228 | $3,090+101.6% | $2,420+157.4% | $4,660+33.7% |
| Participant deferral / active EE | $3,439 | $4,912-30.0% | $4,411-22.0% | $6,688-48.6% |
| Admin fee / account holder | $6,656 | $10,250-35.1% | $8,285-19.7% | $13,397-50.3% |