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 3-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 | $61,268 | $102,317-40.1% | $146,958-58.3% | $80,856-24.2% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 21.28% | 134.76%-113.5pp | 418.34%-397.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,411 | $3,713-35.1% | $4,933-51.1% | $2,755-12.5% |
| Participant deferral / active EE | $13,941 | $6,644+109.8% | $8,070+72.8% | $4,296+224.5% |
| Admin fee / account holder | $2,760 | $7,941-65.2% | $12,998-78.8% | $6,918-60.1% |