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 7-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 | $69,108 | $65,409+5.7% | $98,442-29.8% | $85,850-19.5% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 13.27% | 21.76%-8.5pp | 1492.73%-1479.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,543 | $2,168-28.8% | $2,960-47.9% | $2,565-39.9% |
| Participant deferral / active EE | $4,384 | $3,166+38.4% | $4,276+2.5% | $3,952+10.9% |
| Admin fee / account holder | $1,496 | $4,593-67.4% | $5,949-74.9% | $6,260-76.1% |