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 7-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 | $98,347 | $108,919-9.7% | $100,391-2.0% | $145,922-32.6% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 18.63% | 57.88%-39.3pp | 49.20%-30.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $7,107 | $4,419+60.8% | $3,942+80.3% | $4,660+52.5% |
| Participant deferral / active EE | $14,756 | $8,445+74.7% | $8,082+82.6% | $6,688+120.6% |
| Admin fee / account holder | $756 | $9,689-92.2% | $7,899-90.4% | $13,397-94.4% |