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 | $67,422 | $102,317-34.1% | $146,958-54.1% | $80,856-16.6% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.2%+0.5pp | 67.6%+15.0pp |
| Annual return | 15.54% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,165 | $3,713-68.6% | $4,933-76.4% | $2,755-57.7% |
| Participant deferral / active EE | $4,750 | $6,644-28.5% | $8,070-41.1% | $4,296+10.6% |
| Admin fee / account holder | $2,948 | $7,941-62.9% | $12,998-77.3% | $6,918-57.4% |