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 6-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 | $68,729 | $102,317-32.8% | $146,958-53.2% | $80,856-15.0% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 15.01% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,382 | $3,713-35.9% | $4,933-51.7% | $2,755-13.5% |
| Participant deferral / active EE | $4,491 | $6,644-32.4% | $8,070-44.4% | $4,296+4.5% |
| Admin fee / account holder | $1,772 | $7,941-77.7% | $12,998-86.4% | $6,918-74.4% |