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 6-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 | $49,974 | $102,317-51.2% | $146,958-66.0% | $80,856-38.2% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+6.9pp | 67.6%+21.5pp |
| Annual return | 14.23% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,420 | $3,713-34.8% | $4,933-50.9% | $2,755-12.2% |
| Participant deferral / active EE | $6,825 | $6,644+2.7% | $8,070-15.4% | $4,296+58.9% |
| Admin fee / account holder | $1,457 | $7,941-81.7% | $12,998-88.8% | $6,918-78.9% |