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 9-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 | $62,054 | $83,902-26.0% | $167,512-63.0% | $84,808-26.8% |
| Participation rate | 90.2% | 66.5%+23.7pp | 77.1%+13.1pp | 68.3%+21.9pp |
| Annual return | 18.97% | 91.55%-72.6pp | 1615.79%-1596.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $8,498 | $2,264+275.4% | $3,882+118.9% | $2,631+223.0% |
| Participant deferral / active EE | $11,790 | $4,442+165.4% | $6,405+84.1% | $4,212+179.9% |
| Admin fee / account holder | $19,261 | $7,915+143.4% | $9,769+97.2% | $7,344+162.3% |