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 | $67,516 | $91,538-26.2% | $129,995-48.1% | $75,163-10.2% |
| Participation rate | 85.4% | 71.4%+14.0pp | 78.5%+6.9pp | 67.2%+18.2pp |
| Annual return | 20.30% | -631.11%+651.4pp | -137.18%+157.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,167 | $2,845+46.5% | $4,320-3.5% | $2,670+56.1% |
| Participant deferral / active EE | $8,309 | $4,341+91.4% | $5,820+42.8% | $4,125+101.4% |
| Admin fee / account holder | $2,561 | $6,790-62.3% | $10,614-75.9% | $5,651-54.7% |