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 9-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 | $92,942 | $117,841-21.1% | $102,423-9.3% | $145,922-36.3% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 16.51% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,695 | $3,615-53.1% | $3,023-44.0% | $4,660-63.6% |
| Participant deferral / active EE | $7,191 | $5,731+25.5% | $5,053+42.3% | $6,688+7.5% |
| Admin fee / account holder | $362 | $13,326-97.3% | $9,451-96.2% | $13,397-97.3% |