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 9-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 | $63,813 | $102,317-37.6% | $146,958-56.6% | $80,856-21.1% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 15.49% | 134.76%-119.3pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,767 | $3,713+1.5% | $4,933-23.6% | $2,755+36.7% |
| Participant deferral / active EE | $9,722 | $6,644+46.3% | $8,070+20.5% | $4,296+126.3% |
| Admin fee / account holder | $8,600 | $7,941+8.3% | $12,998-33.8% | $6,918+24.3% |