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 | $92,991 | $91,538+1.6% | $129,995-28.5% | $75,163+23.7% |
| Participation rate | 91.0% | 71.4%+19.6pp | 78.5%+12.5pp | 67.2%+23.8pp |
| Annual return | 21.68% | -631.11%+652.8pp | -137.18%+158.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $9,495 | $2,845+233.7% | $4,320+119.8% | $2,670+255.7% |
| Participant deferral / active EE | $8,644 | $4,341+99.1% | $5,820+48.5% | $4,125+109.5% |
| Admin fee / account holder | $4,925 | $6,790-27.5% | $10,614-53.6% | $5,651-12.8% |