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 | $82,095 | $102,317-19.8% | $146,958-44.1% | $80,856+1.5% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.2%+2.4pp | 67.6%+16.9pp |
| Annual return | 16.81% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $5,965 | $3,713+60.6% | $4,933+20.9% | $2,755+116.5% |
| Participant deferral / active EE | $13,499 | $6,644+103.2% | $8,070+67.3% | $4,296+214.2% |
| Admin fee / account holder | $22,266 | $7,941+180.4% | $12,998+71.3% | $6,918+221.9% |