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 | $79,547 | $102,317-22.3% | $146,958-45.9% | $80,856-1.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 13.59% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $15,560 | $3,713+319.1% | $4,933+215.4% | $2,755+464.8% |
| Participant deferral / active EE | $20,865 | $6,644+214.1% | $8,070+158.6% | $4,296+385.7% |
| Admin fee / account holder | $49,903 | $7,941+528.4% | $12,998+283.9% | $6,918+621.4% |