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 | $91,761 | $210,648-56.4% | $177,989-48.4% | $145,922-37.1% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 16.28% | 385.86%-369.6pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,646 | $4,565-63.9% | $3,949-58.3% | $4,660-64.7% |
| Participant deferral / active EE | $6,539 | $6,958-6.0% | $6,276+4.2% | $6,688-2.2% |
| Admin fee / account holder | $30,225 | $12,013+151.6% | $10,363+191.7% | $13,397+125.6% |