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 5-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 | $89,129 | $102,317-12.9% | $146,958-39.4% | $80,856+10.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 20.72% | 134.76%-114.0pp | 418.34%-397.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $7,646 | $3,713+105.9% | $4,933+55.0% | $2,755+177.6% |
| Participant deferral / active EE | $18,665 | $6,644+181.0% | $8,070+131.3% | $4,296+334.5% |
| Admin fee / account holder | $4,401 | $7,941-44.6% | $12,998-66.1% | $6,918-36.4% |