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 6-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 | $61,396 | $102,317-40.0% | $146,958-58.2% | $80,856-24.1% |
| Participation rate | 74.6% | 75.8%-1.2pp | 82.2%-7.5pp | 67.6%+7.0pp |
| Annual return | 17.02% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,765 | $3,713+28.3% | $4,933-3.4% | $2,755+73.0% |
| Participant deferral / active EE | $10,112 | $6,644+52.2% | $8,070+25.3% | $4,296+135.4% |
| Admin fee / account holder | $3,099 | $7,941-61.0% | $12,998-76.2% | $6,918-55.2% |