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 | $110,444 | $91,538+20.7% | $129,995-15.0% | $75,163+46.9% |
| Participation rate | 97.3% | 71.4%+25.9pp | 78.5%+18.8pp | 67.2%+30.1pp |
| Annual return | 14.60% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,633 | $2,845-42.6% | $4,320-62.2% | $2,670-38.9% |
| Participant deferral / active EE | $3,550 | $4,341-18.2% | $5,820-39.0% | $4,125-13.9% |
| Admin fee / account holder | $4,131 | $6,790-39.2% | $10,614-61.1% | $5,651-26.9% |