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 7-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 | $80,396 | $102,317-21.4% | $146,958-45.3% | $80,856-0.6% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 13.19% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,078 | $3,713+9.8% | $4,933-17.3% | $2,755+48.0% |
| Participant deferral / active EE | $11,711 | $6,644+76.3% | $8,070+45.1% | $4,296+172.6% |
| Admin fee / account holder | $1,324 | $7,941-83.3% | $12,998-89.8% | $6,918-80.9% |