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 | $69,581 | $105,998-34.4% | $92,233-24.6% | $147,584-52.9% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 14.01% | 50.05%-36.0pp | 176.28%-162.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,643 | $4,333-62.1% | $3,679-55.3% | $4,876-66.3% |
| Participant deferral / active EE | $5,754 | $4,478+28.5% | $3,897+47.7% | $5,439+5.8% |
| Admin fee / account holder | $5,257 | $6,332-17.0% | $5,194+1.2% | $10,885-51.7% |