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 7-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 | $35,909 | $102,317-64.9% | $146,958-75.6% | $80,856-55.6% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 16.55% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $5,934 | $3,713+59.8% | $4,933+20.3% | $2,755+115.4% |
| Participant deferral / active EE | $11,099 | $6,644+67.1% | $8,070+37.5% | $4,296+158.4% |
| Admin fee / account holder | $2,965 | $7,941-62.7% | $12,998-77.2% | $6,918-57.1% |