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 | $56,398 | $105,181-46.4% | $159,436-64.6% | $85,850-34.3% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 30.50% | 45.07%-14.6pp | 263.57%-233.1pp | 318.53%-288.0pp |
| Employer contribution / active EE | $2,543 | $3,318-23.4% | $4,829-47.3% | $2,565-0.9% |
| Participant deferral / active EE | $14,749 | $5,945+148.1% | $7,352+100.6% | $3,952+273.2% |
| Admin fee / account holder | $4,152 | $6,933-40.1% | $10,799-61.6% | $6,260-33.7% |