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 | $76,707 | $77,899-1.5% | $149,673-48.8% | $75,163+2.1% |
| Participation rate | 80.9% | 65.6%+15.3pp | 78.8%+2.1pp | 67.2%+13.7pp |
| Annual return | 62.24% | 31.72%+30.5pp | 134.42%-72.2pp | 160.62%-98.4pp |
| Employer contribution / active EE | $7,856 | $3,137+150.4% | $4,818+63.1% | $2,670+194.2% |
| Participant deferral / active EE | $13,205 | $3,411+287.1% | $5,680+132.5% | $4,125+220.1% |
| Admin fee / account holder | $5,901 | $5,956-0.9% | $13,210-55.3% | $5,651+4.4% |