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 8-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 | $89,472 | $105,181-14.9% | $159,436-43.9% | $85,850+4.2% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.8%+8.5pp | 69.3%+22.0pp |
| Annual return | 19.12% | 45.07%-25.9pp | 263.57%-244.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $15,396 | $3,318+364.0% | $4,829+218.8% | $2,565+500.2% |
| Participant deferral / active EE | $13,558 | $5,945+128.1% | $7,352+84.4% | $3,952+243.1% |
| Admin fee / account holder | $2,778 | $6,933-59.9% | $10,799-74.3% | $6,260-55.6% |