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 | $64,373 | $102,317-37.1% | $146,958-56.2% | $80,856-20.4% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 13.88% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,523 | $3,713-59.0% | $4,933-69.1% | $2,755-44.7% |
| Participant deferral / active EE | $7,739 | $6,644+16.5% | $8,070-4.1% | $4,296+80.2% |
| Admin fee / account holder | $3,114 | $7,941-60.8% | $12,998-76.0% | $6,918-55.0% |