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 6-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 | $72,907 | $102,317-28.7% | $146,958-50.4% | $80,856-9.8% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.8pp | 67.6%+24.3pp |
| Annual return | 31.39% | 134.76%-103.4pp | 418.34%-387.0pp | 35.59%-4.2pp |
| Employer contribution / active EE | $6,432 | $3,713+73.2% | $4,933+30.4% | $2,755+133.5% |
| Participant deferral / active EE | $15,212 | $6,644+129.0% | $8,070+88.5% | $4,296+254.1% |
| Admin fee / account holder | $4,419 | $7,941-44.4% | $12,998-66.0% | $6,918-36.1% |