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 10-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 | $61,164 | $102,317-40.2% | $146,958-58.4% | $80,856-24.4% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 11.99% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,459 | $3,713+20.1% | $4,933-9.6% | $2,755+61.8% |
| Participant deferral / active EE | $6,176 | $6,644-7.0% | $8,070-23.5% | $4,296+43.8% |
| Admin fee / account holder | $14,185 | $7,941+78.6% | $12,998+9.1% | $6,918+105.1% |