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 4-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 | $45,331 | $102,317-55.7% | $146,958-69.2% | $80,856-43.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 19.43% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $5,379 | $3,713+44.9% | $4,933+9.0% | $2,755+95.2% |
| Participant deferral / active EE | $10,061 | $6,644+51.4% | $8,070+24.7% | $4,296+134.2% |
| Admin fee / account holder | $6,336 | $7,941-20.2% | $12,998-51.3% | $6,918-8.4% |