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 | $79,439 | $102,317-22.4% | $146,958-45.9% | $80,856-1.8% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.2%+10.3pp | 67.6%+24.8pp |
| Annual return | 16.54% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,136 | $3,713+38.3% | $4,933+4.1% | $2,755+86.5% |
| Participant deferral / active EE | $7,603 | $6,644+14.4% | $8,070-5.8% | $4,296+77.0% |
| Admin fee / account holder | $4,811 | $7,941-39.4% | $12,998-63.0% | $6,918-30.5% |