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 10-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 | $93,352 | $102,317-8.8% | $146,958-36.5% | $80,856+15.5% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 15.76% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $6,093 | $3,713+64.1% | $4,933+23.5% | $2,755+121.2% |
| Participant deferral / active EE | $5,089 | $6,644-23.4% | $8,070-36.9% | $4,296+18.5% |
| Admin fee / account holder | $6,879 | $7,941-13.4% | $12,998-47.1% | $6,918-0.6% |