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 | $56,626 | $115,770-51.1% | $101,248-44.1% | $158,922-64.4% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 19.30% | 56.14%-36.8pp | 46.47%-27.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,809 | $4,175-56.7% | $3,660-50.6% | $4,761-62.0% |
| Participant deferral / active EE | $6,635 | $4,957+33.8% | $4,370+51.8% | $5,982+10.9% |
| Admin fee / account holder | $542 | $7,245-92.5% | $5,945-90.9% | $11,246-95.2% |