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 6-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 | $97,405 | $110,094-11.5% | $151,611-35.8% | $68,494+42.2% |
| Participation rate | 90.1% | 84.0%+6.2pp | 87.5%+2.6pp | 67.9%+22.2pp |
| Annual return | 157.44% | -10.12%+167.6pp | 3.33%+154.1pp | -7.84%+165.3pp |
| Employer contribution / active EE | $2,890 | $4,471-35.4% | $6,166-53.1% | $2,596+11.3% |
| Participant deferral / active EE | $5,327 | $6,527-18.4% | $8,363-36.3% | $4,027+32.3% |
| Admin fee / account holder | $16,696 | $7,719+116.3% | $11,616+43.7% | $5,403+209.0% |