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 | $86,634 | $102,317-15.3% | $146,958-41.0% | $80,856+7.1% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 16.69% | 134.76%-118.1pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $7,257 | $3,713+95.4% | $4,933+47.1% | $2,755+163.4% |
| Participant deferral / active EE | $6,119 | $6,644-7.9% | $8,070-24.2% | $4,296+42.4% |
| Admin fee / account holder | $389 | $7,941-95.1% | $12,998-97.0% | $6,918-94.4% |