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 | $60,508 | $102,317-40.9% | $146,958-58.8% | $80,856-25.2% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.8pp | 67.6%+27.3pp |
| Annual return | 30.28% | 134.76%-104.5pp | 418.34%-388.1pp | 35.59%-5.3pp |
| Employer contribution / active EE | $7,033 | $3,713+89.4% | $4,933+42.6% | $2,755+155.3% |
| Participant deferral / active EE | $18,608 | $6,644+180.1% | $8,070+130.6% | $4,296+333.2% |
| Admin fee / account holder | $5,143 | $7,941-35.2% | $12,998-60.4% | $6,918-25.7% |