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 | $64,477 | $102,317-37.0% | $146,958-56.1% | $80,856-20.3% |
| Participation rate | 93.5% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 12.64% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,693 | $3,713-0.6% | $4,933-25.1% | $2,755+34.0% |
| Participant deferral / active EE | $8,078 | $6,644+21.6% | $8,070+0.1% | $4,296+88.0% |
| Admin fee / account holder | $4,393 | $7,941-44.7% | $12,998-66.2% | $6,918-36.5% |