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 7-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 | $65,121 | $102,317-36.4% | $146,958-55.7% | $80,856-19.5% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 15.37% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,171 | $3,713-41.5% | $4,933-56.0% | $2,755-21.2% |
| Participant deferral / active EE | $6,095 | $6,644-8.3% | $8,070-24.5% | $4,296+41.9% |
| Admin fee / account holder | $5,933 | $7,941-25.3% | $12,998-54.4% | $6,918-14.2% |