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 | $48,862 | $102,317-52.2% | $146,958-66.8% | $80,856-39.6% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,134 | $3,713+11.3% | $4,933-16.2% | $2,755+50.0% |
| Participant deferral / active EE | $10,076 | $6,644+51.7% | $8,070+24.9% | $4,296+134.5% |
| Admin fee / account holder | $4,918 | $7,941-38.1% | $12,998-62.2% | $6,918-28.9% |