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 4-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 | $93,629 | $55,415+69.0% | $155,509-39.8% | $74,495+25.7% |
| Participation rate | 82.1% | 61.9%+20.2pp | 78.2%+4.0pp | 67.2%+14.9pp |
| Annual return | 15.19% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $5,240 | $2,267+131.1% | $4,672+12.1% | $2,623+99.8% |
| Participant deferral / active EE | $8,546 | $2,836+201.4% | $5,626+51.9% | $4,346+96.7% |
| Admin fee / account holder | $2,811 | $1,738+61.7% | $15,912-82.3% | $1,942+44.8% |