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 9-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 | $99,949 | $112,096-10.8% | $95,952+4.2% | $158,922-37.1% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 14.64% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,284 | $3,198-28.6% | $2,541-10.1% | $4,761-52.0% |
| Participant deferral / active EE | $6,480 | $4,784+35.4% | $4,167+55.5% | $5,982+8.3% |
| Admin fee / account holder | $14,543 | $10,130+43.6% | $6,795+114.0% | $11,246+29.3% |