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 | $69,340 | $102,317-32.2% | $146,958-52.8% | $80,856-14.2% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 12.23% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $7,006 | $3,713+88.7% | $4,933+42.0% | $2,755+154.3% |
| Participant deferral / active EE | $4,155 | $6,644-37.5% | $8,070-48.5% | $4,296-3.3% |
| Admin fee / account holder | $1,426 | $7,941-82.0% | $12,998-89.0% | $6,918-79.4% |