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 | $68,929 | $102,317-32.6% | $146,958-53.1% | $80,856-14.8% |
| Participation rate | 92.7% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 14.52% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,504 | $3,713-5.6% | $4,933-29.0% | $2,755+27.2% |
| Participant deferral / active EE | $6,346 | $6,644-4.5% | $8,070-21.4% | $4,296+47.7% |
| Admin fee / account holder | $12,679 | $7,941+59.7% | $12,998-2.5% | $6,918+83.3% |