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 5-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 | $65,619 | $102,317-35.9% | $146,958-55.3% | $80,856-18.8% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.2%-6.1pp | 67.6%+8.4pp |
| Annual return | 12.71% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,292 | $3,713+15.6% | $4,933-13.0% | $2,755+55.8% |
| Participant deferral / active EE | $10,345 | $6,644+55.7% | $8,070+28.2% | $4,296+140.8% |
| Admin fee / account holder | $18,014 | $7,941+126.8% | $12,998+38.6% | $6,918+160.4% |