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 7-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 | $89,940 | $102,317-12.1% | $146,958-38.8% | $80,856+11.2% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 16.86% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $4,076 | $3,713+9.8% | $4,933-17.4% | $2,755+48.0% |
| Participant deferral / active EE | $11,949 | $6,644+79.9% | $8,070+48.1% | $4,296+178.2% |
| Admin fee / account holder | $3,178 | $7,941-60.0% | $12,998-75.5% | $6,918-54.1% |