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 | $102,563 | $88,751+15.6% | $81,812+25.4% | $145,922-29.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 12.16% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,515 | $3,083+46.4% | $2,912+55.0% | $4,660-3.1% |
| Participant deferral / active EE | $8,734 | $4,643+88.1% | $4,319+102.2% | $6,688+30.6% |
| Admin fee / account holder | $3,601 | $8,415-57.2% | $7,386-51.2% | $13,397-73.1% |