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 | $52,149 | $60,124-13.3% | $90,404-42.3% | $79,858-34.7% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.3pp |
| Annual return | 24.40% | 71.94%-47.5pp | 1293.02%-1268.6pp | 31.71%-7.3pp |
| Employer contribution / active EE | $3,948 | $2,068+90.9% | $3,262+21.0% | $2,471+59.8% |
| Participant deferral / active EE | $8,768 | $2,938+198.4% | $3,963+121.2% | $3,740+134.4% |
| Admin fee / account holder | $6,281 | $3,976+58.0% | $5,611+11.9% | $5,306+18.4% |