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 6-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 | $97,653 | $95,561+2.2% | $77,163+26.6% | $139,434-30.0% |
| Participation rate | 83.3% | 73.9%+9.4pp | 69.6%+13.8pp | 80.3%+3.0pp |
| Annual return | 257.64% | 54.92%+202.7pp | 37.87%+219.8pp | 372.94%-115.3pp |
| Employer contribution / active EE | $1,826 | $3,147-42.0% | $2,535-28.0% | $4,751-61.6% |
| Participant deferral / active EE | $5,533 | $4,624+19.7% | $3,833+44.3% | $6,710-17.5% |
| Admin fee / account holder | $2,797 | $8,295-66.3% | $5,472-48.9% | $11,403-75.5% |