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 | $73,208 | $98,750-25.9% | $149,696-51.1% | $79,858-8.3% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 20.93% | 27.43%-6.5pp | 276.60%-255.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $5,953 | $3,216+85.1% | $4,644+28.2% | $2,471+140.9% |
| Participant deferral / active EE | $12,262 | $5,680+115.9% | $6,842+79.2% | $3,740+227.9% |
| Admin fee / account holder | $2,112 | $6,053-65.1% | $9,309-77.3% | $5,306-60.2% |