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 | $85,943 | $102,317-16.0% | $146,958-41.5% | $80,856+6.3% |
| Participation rate | 74.1% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 19.65% | 134.76%-115.1pp | 418.34%-398.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $3,398 | $3,713-8.5% | $4,933-31.1% | $2,755+23.3% |
| Participant deferral / active EE | $8,196 | $6,644+23.4% | $8,070+1.6% | $4,296+90.8% |
| Admin fee / account holder | $2,789 | $7,941-64.9% | $12,998-78.5% | $6,918-59.7% |