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 7-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 | $73,675 | $102,317-28.0% | $146,958-49.9% | $80,856-8.9% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 16.43% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,923 | $3,713+5.7% | $4,933-20.5% | $2,755+42.4% |
| Participant deferral / active EE | $11,909 | $6,644+79.2% | $8,070+47.6% | $4,296+177.2% |
| Admin fee / account holder | $5,082 | $7,941-36.0% | $12,998-60.9% | $6,918-26.5% |