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 | $58,787 | $102,317-42.5% | $146,958-60.0% | $80,856-27.3% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 17.48% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,083 | $3,713-43.9% | $4,933-57.8% | $2,755-24.4% |
| Participant deferral / active EE | $5,389 | $6,644-18.9% | $8,070-33.2% | $4,296+25.4% |
| Admin fee / account holder | $505 | $7,941-93.6% | $12,998-96.1% | $6,918-92.7% |