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 | $55,134 | $102,317-46.1% | $146,958-62.5% | $80,856-31.8% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 18.23% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,708 | $3,713-27.1% | $4,933-45.1% | $2,755-1.7% |
| Participant deferral / active EE | $9,818 | $6,644+47.8% | $8,070+21.7% | $4,296+128.5% |
| Admin fee / account holder | $726 | $7,941-90.9% | $12,998-94.4% | $6,918-89.5% |