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 10-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 | $59,540 | $102,317-41.8% | $146,958-59.5% | $80,856-26.4% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.2%+2.5pp | 67.6%+17.1pp |
| Annual return | 12.14% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,769 | $3,713+1.5% | $4,933-23.6% | $2,755+36.8% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,792 | $7,941-77.4% | $12,998-86.2% | $6,918-74.1% |