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 | $58,778 | $102,317-42.6% | $146,958-60.0% | $80,856-27.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.00% | 134.76%-117.8pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,964 | $3,713+6.8% | $4,933-19.6% | $2,755+43.9% |
| Participant deferral / active EE | $7,579 | $6,644+14.1% | $8,070-6.1% | $4,296+76.4% |
| Admin fee / account holder | $9,832 | $7,941+23.8% | $12,998-24.4% | $6,918+42.1% |