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 5-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 | $89,586 | $102,317-12.4% | $146,958-39.0% | $80,856+10.8% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 16.85% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $9,890 | $3,713+166.4% | $4,933+100.5% | $2,755+259.0% |
| Participant deferral / active EE | $17,733 | $6,644+166.9% | $8,070+119.7% | $4,296+312.8% |
| Admin fee / account holder | $7,059 | $7,941-11.1% | $12,998-45.7% | $6,918+2.0% |