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 | $55,081 | $102,317-46.2% | $146,958-62.5% | $80,856-31.9% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 28.59% | 134.76%-106.2pp | 418.34%-389.8pp | 35.59%-7.0pp |
| Employer contribution / active EE | $7,709 | $3,713+107.6% | $4,933+56.3% | $2,755+179.9% |
| Participant deferral / active EE | $14,520 | $6,644+118.6% | $8,070+79.9% | $4,296+238.0% |
| Admin fee / account holder | $11,308 | $7,941+42.4% | $12,998-13.0% | $6,918+63.5% |