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 | $57,095 | $102,317-44.2% | $146,958-61.1% | $80,856-29.4% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 13.87% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,022 | $3,713-18.6% | $4,933-38.7% | $2,755+9.7% |
| Participant deferral / active EE | $11,381 | $6,644+71.3% | $8,070+41.0% | $4,296+164.9% |
| Admin fee / account holder | $1,700 | $7,941-78.6% | $12,998-86.9% | $6,918-75.4% |