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 | $100,420 | $102,317-1.9% | $146,958-31.7% | $80,856+24.2% |
| Participation rate | 83.1% | 75.8%+7.2pp | 82.2%+0.9pp | 67.6%+15.4pp |
| Annual return | 11.96% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,407 | $3,713-8.2% | $4,933-30.9% | $2,755+23.7% |
| Participant deferral / active EE | $9,499 | $6,644+43.0% | $8,070+17.7% | $4,296+121.1% |
| Admin fee / account holder | $11,953 | $7,941+50.5% | $12,998-8.0% | $6,918+72.8% |