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 | $95,331 | $99,877-4.6% | $84,966+12.2% | $145,922-34.7% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 8.19% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,811 | $3,231+17.9% | $2,727+39.7% | $4,660-18.2% |
| Participant deferral / active EE | $3,361 | $5,291-36.5% | $4,519-25.6% | $6,688-49.7% |
| Admin fee / account holder | $11,467 | $7,248+58.2% | $6,149+86.5% | $13,397-14.4% |