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 4-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 | $67,708 | $102,317-33.8% | $146,958-53.9% | $80,856-16.3% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 17.64% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $6,955 | $3,713+87.3% | $4,933+41.0% | $2,755+152.5% |
| Participant deferral / active EE | $17,008 | $6,644+156.0% | $8,070+110.8% | $4,296+295.9% |
| Admin fee / account holder | $4,180 | $7,941-47.4% | $12,998-67.8% | $6,918-39.6% |