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 | $84,294 | $102,317-17.6% | $146,958-42.6% | $80,856+4.3% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 15.64% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,615 | $3,713-2.7% | $4,933-26.7% | $2,755+31.2% |
| Participant deferral / active EE | $9,862 | $6,644+48.4% | $8,070+22.2% | $4,296+129.6% |
| Admin fee / account holder | $6,286 | $7,941-20.8% | $12,998-51.6% | $6,918-9.1% |