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 4-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 | $64,501 | $57,281+12.6% | $86,612-25.5% | $75,163-14.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 17.52% | 2670.75%-2653.2pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,076 | $2,314-53.5% | $3,022-64.4% | $2,670-59.7% |
| Participant deferral / active EE | $5,208 | $3,318+57.0% | $4,438+17.4% | $4,125+26.3% |
| Admin fee / account holder | $6,155 | $4,112+49.7% | $5,614+9.6% | $5,651+8.9% |