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 | $69,803 | $102,317-31.8% | $146,958-52.5% | $80,856-13.7% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 19.35% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $4,334 | $3,713+16.7% | $4,933-12.1% | $2,755+57.3% |
| Participant deferral / active EE | $8,241 | $6,644+24.0% | $8,070+2.1% | $4,296+91.8% |
| Admin fee / account holder | $2,025 | $7,941-74.5% | $12,998-84.4% | $6,918-70.7% |