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 | $88,753 | $96,635-8.2% | $86,612+2.5% | $139,434-36.3% |
| Participation rate | 78.3% | 74.4%+3.9pp | 71.7%+6.6pp | 80.3%-2.1pp |
| Annual return | 13.67% | 106.41%-92.7pp | 591.07%-577.4pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,210 | $3,263-62.9% | $3,022-60.0% | $4,751-74.5% |
| Participant deferral / active EE | $3,904 | $4,836-19.3% | $4,438-12.0% | $6,710-41.8% |
| Admin fee / account holder | $2,308 | $6,408-64.0% | $5,614-58.9% | $11,403-79.8% |