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 3-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 | $73,548 | $102,317-28.1% | $146,958-50.0% | $80,856-9.0% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 60.75% | 134.76%-74.0pp | 418.34%-357.6pp | 35.59%+25.2pp |
| Employer contribution / active EE | $9,393 | $3,713+153.0% | $4,933+90.4% | $2,755+241.0% |
| Participant deferral / active EE | $27,995 | $6,644+321.4% | $8,070+246.9% | $4,296+551.7% |
| Admin fee / account holder | $14,356 | $7,941+80.8% | $12,998+10.4% | $6,918+107.5% |