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 | $56,475 | $102,317-44.8% | $146,958-61.6% | $80,856-30.2% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 13.86% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,930 | $3,713+5.8% | $4,933-20.3% | $2,755+42.7% |
| Participant deferral / active EE | $9,738 | $6,644+46.6% | $8,070+20.7% | $4,296+126.7% |
| Admin fee / account holder | $8,495 | $7,941+7.0% | $12,998-34.6% | $6,918+22.8% |