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 | $97,579 | $106,890-8.7% | $84,015+16.1% | $152,861-36.2% |
| Participation rate | 85.0% | 75.2%+9.8pp | 69.0%+16.0pp | 82.4%+2.6pp |
| Annual return | 18.65% | 104.99%-86.3pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,454 | $2,734-46.8% | $1,983-26.7% | $4,762-69.5% |
| Participant deferral / active EE | $5,252 | $4,011+30.9% | $3,239+62.2% | $5,850-10.2% |
| Admin fee / account holder | $8,160 | $8,285-1.5% | $6,101+33.7% | $11,596-29.6% |