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 | $69,005 | $118,849-41.9% | $96,562-28.5% | $167,490-58.8% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 17.33% | 50.49%-33.2pp | 37.78%-20.5pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,942 | $3,120-37.8% | $2,356-17.6% | $4,837-59.9% |
| Participant deferral / active EE | $8,414 | $4,616+82.3% | $3,849+118.6% | $6,341+32.7% |
| Admin fee / account holder | $309 | $8,065-96.2% | $6,181-95.0% | $12,309-97.5% |