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 | $81,446 | $102,317-20.4% | $146,958-44.6% | $80,856+0.7% |
| Participation rate | 72.2% | 75.8%-3.7pp | 82.2%-10.0pp | 67.6%+4.5pp |
| Annual return | 15.05% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,912 | $3,713+32.3% | $4,933-0.4% | $2,755+78.3% |
| Participant deferral / active EE | $7,857 | $6,644+18.3% | $8,070-2.6% | $4,296+82.9% |
| Admin fee / account holder | $2,314 | $7,941-70.9% | $12,998-82.2% | $6,918-66.6% |