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 8-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 | $59,112 | $102,317-42.2% | $146,958-59.8% | $80,856-26.9% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 23.44% | 134.76%-111.3pp | 418.34%-394.9pp | 35.59%-12.2pp |
| Employer contribution / active EE | $2,470 | $3,713-33.5% | $4,933-49.9% | $2,755-10.3% |
| Participant deferral / active EE | $6,121 | $6,644-7.9% | $8,070-24.2% | $4,296+42.5% |
| Admin fee / account holder | $824 | $7,941-89.6% | $12,998-93.7% | $6,918-88.1% |