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 8-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 | $94,442 | $155,788-39.4% | $124,672-24.2% | $167,490-43.6% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 12.83% | 17.97%-5.1pp | 5142.93%-5130.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,790 | $4,163-57.0% | $3,324-46.2% | $4,837-63.0% |
| Participant deferral / active EE | $6,378 | $5,673+12.4% | $4,614+38.2% | $6,341+0.6% |
| Admin fee / account holder | $455 | $9,531-95.2% | $7,493-93.9% | $12,309-96.3% |