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 | $75,672 | $102,317-26.0% | $146,958-48.5% | $80,856-6.4% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 20.76% | 134.76%-114.0pp | 418.34%-397.6pp | 35.59%-14.8pp |
| Employer contribution / active EE | $3,499 | $3,713-5.8% | $4,933-29.1% | $2,755+27.0% |
| Participant deferral / active EE | $7,235 | $6,644+8.9% | $8,070-10.3% | $4,296+68.4% |
| Admin fee / account holder | $2,359 | $7,941-70.3% | $12,998-81.9% | $6,918-65.9% |