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 | $97,782 | $118,849-17.7% | $96,562+1.3% | $167,490-41.6% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 12.50% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,235 | $3,120-60.4% | $2,356-47.6% | $4,837-74.5% |
| Participant deferral / active EE | $3,643 | $4,616-21.1% | $3,849-5.4% | $6,341-42.6% |
| Admin fee / account holder | $2,322 | $8,065-71.2% | $6,181-62.4% | $12,309-81.1% |