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 4-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 | $64,510 | $111,724-42.3% | $93,606-31.1% | $145,922-55.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 9.14% | 202.98%-193.8pp | 133.20%-124.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,487 | $3,090+45.2% | $2,420+85.4% | $4,660-3.7% |
| Participant deferral / active EE | $7,252 | $4,912+47.7% | $4,411+64.4% | $6,688+8.4% |
| Admin fee / account holder | $27,369 | $10,250+167.0% | $8,285+230.3% | $13,397+104.3% |