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 | $58,414 | $102,317-42.9% | $146,958-60.3% | $80,856-27.8% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 24.58% | 134.76%-110.2pp | 418.34%-393.8pp | 35.59%-11.0pp |
| Employer contribution / active EE | $19,394 | $3,713+422.3% | $4,933+293.2% | $2,755+604.0% |
| Participant deferral / active EE | $40,003 | $6,644+502.1% | $8,070+395.7% | $4,296+831.2% |
| Admin fee / account holder | $21,760 | $7,941+174.0% | $12,998+67.4% | $6,918+214.5% |