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 10-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 | $93,073 | $102,966-9.6% | $90,281+3.1% | $152,861-39.1% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 16.33% | 95.16%-78.8pp | 78.10%-61.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $3,073 | $3,139-2.1% | $2,854+7.7% | $4,762-35.5% |
| Participant deferral / active EE | $8,390 | $4,281+96.0% | $3,885+115.9% | $5,850+43.4% |
| Admin fee / account holder | $309 | $6,171-95.0% | $5,351-94.2% | $11,596-97.3% |