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 | $73,734 | $118,849-38.0% | $96,562-23.6% | $167,490-56.0% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 13.52% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,131 | $3,120-31.7% | $2,356-9.6% | $4,837-55.9% |
| Participant deferral / active EE | $4,373 | $4,616-5.3% | $3,849+13.6% | $6,341-31.0% |
| Admin fee / account holder | $17,998 | $8,065+123.2% | $6,181+191.2% | $12,309+46.2% |