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 | $57,665 | $102,317-43.6% | $146,958-60.8% | $80,856-28.7% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 19.81% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $5,514 | $3,713+48.5% | $4,933+11.8% | $2,755+100.1% |
| Participant deferral / active EE | $10,572 | $6,644+59.1% | $8,070+31.0% | $4,296+146.1% |
| Admin fee / account holder | $4,647 | $7,941-41.5% | $12,998-64.3% | $6,918-32.8% |