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 4-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 | $55,986 | $99,877-43.9% | $84,966-34.1% | $145,922-61.6% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 17.43% | 83.76%-66.3pp | 66.38%-49.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $9,808 | $3,231+203.5% | $2,727+259.7% | $4,660+110.5% |
| Participant deferral / active EE | $8,841 | $5,291+67.1% | $4,519+95.6% | $6,688+32.2% |
| Admin fee / account holder | $3,518 | $7,248-51.5% | $6,149-42.8% | $13,397-73.7% |