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 | $86,622 | $102,317-15.3% | $146,958-41.1% | $80,856+7.1% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 25.04% | 134.76%-109.7pp | 418.34%-393.3pp | 35.59%-10.6pp |
| Employer contribution / active EE | $3,747 | $3,713+0.9% | $4,933-24.0% | $2,755+36.0% |
| Participant deferral / active EE | $9,546 | $6,644+43.7% | $8,070+18.3% | $4,296+122.2% |
| Admin fee / account holder | $1,356 | $7,941-82.9% | $12,998-89.6% | $6,918-80.4% |