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 | $55,485 | $102,317-45.8% | $146,958-62.2% | $80,856-31.4% |
| Participation rate | 71.0% | 75.8%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 27.60% | 134.76%-107.2pp | 418.34%-390.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $2,306 | $3,713-37.9% | $4,933-53.3% | $2,755-16.3% |
| Participant deferral / active EE | $3,138 | $6,644-52.8% | $8,070-61.1% | $4,296-27.0% |
| Admin fee / account holder | $2,281 | $7,941-71.3% | $12,998-82.4% | $6,918-67.0% |