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 | $69,905 | $102,317-31.7% | $146,958-52.4% | $80,856-13.5% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 16.43% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $11,085 | $3,713+198.5% | $4,933+124.7% | $2,755+302.4% |
| Participant deferral / active EE | $13,496 | $6,644+103.1% | $8,070+67.2% | $4,296+214.2% |
| Admin fee / account holder | $46,367 | $7,941+483.9% | $12,998+256.7% | $6,918+570.2% |