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 | $89,699 | $102,317-12.3% | $146,958-39.0% | $80,856+10.9% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.2%-1.5pp | 67.6%+13.1pp |
| Annual return | 12.79% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,500 | $3,713-5.7% | $4,933-29.1% | $2,755+27.0% |
| Participant deferral / active EE | $9,083 | $6,644+36.7% | $8,070+12.6% | $4,296+111.5% |
| Admin fee / account holder | $5,839 | $7,941-26.5% | $12,998-55.1% | $6,918-15.6% |