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 | $107,429 | $100,773+6.6% | $88,946+20.8% | $142,382-24.5% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 13.22% | 70.18%-57.0pp | 57.82%-44.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,913 | $2,918-0.2% | $2,555+14.0% | $4,299-32.2% |
| Participant deferral / active EE | $2,147 | $5,230-59.0% | $4,581-53.1% | $6,507-67.0% |
| Admin fee / account holder | $6,448 | $9,693-33.5% | $8,261-21.9% | $12,624-48.9% |