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 | $59,329 | $102,317-42.0% | $146,958-59.6% | $80,856-26.6% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 32.33% | 134.76%-102.4pp | 418.34%-386.0pp | 35.59%-3.3pp |
| Employer contribution / active EE | $2,392 | $3,713-35.6% | $4,933-51.5% | $2,755-13.2% |
| Participant deferral / active EE | $3,693 | $6,644-44.4% | $8,070-54.2% | $4,296-14.0% |
| Admin fee / account holder | $2,165 | $7,941-72.7% | $12,998-83.3% | $6,918-68.7% |