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 | $77,270 | $102,317-24.5% | $146,958-47.4% | $80,856-4.4% |
| Participation rate | 93.3% | 75.8%+17.4pp | 82.2%+11.1pp | 67.6%+25.6pp |
| Annual return | 12.20% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,053 | $3,713+36.1% | $4,933+2.4% | $2,755+83.4% |
| Participant deferral / active EE | $10,318 | $6,644+55.3% | $8,070+27.9% | $4,296+140.2% |
| Admin fee / account holder | $23,025 | $7,941+189.9% | $12,998+77.1% | $6,918+232.8% |