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 9-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 | $68,670 | $102,317-32.9% | $146,958-53.3% | $80,856-15.1% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 12.50% | 134.76%-122.3pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,095 | $3,713+10.3% | $4,933-17.0% | $2,755+48.6% |
| Participant deferral / active EE | $12,387 | $6,644+86.5% | $8,070+53.5% | $4,296+188.4% |
| Admin fee / account holder | $9,305 | $7,941+17.2% | $12,998-28.4% | $6,918+34.5% |