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 | $83,724 | $165,984-49.6% | $164,813-49.2% | $145,922-42.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 18.76% | 100.03%-81.3pp | 69.93%-51.2pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,844 | $5,273-65.0% | $4,341-57.5% | $4,660-60.4% |
| Participant deferral / active EE | $9,580 | $6,959+37.7% | $6,031+58.8% | $6,688+43.2% |
| Admin fee / account holder | $8,447 | $16,648-49.3% | $12,690-33.4% | $13,397-37.0% |