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 | $59,557 | $96,305-38.2% | $80,569-26.1% | $139,434-57.3% |
| Participation rate | 86.4% | 73.6%+12.7pp | 67.0%+19.4pp | 80.3%+6.0pp |
| Annual return | 21.11% | 1350.08%-1329.0pp | 935.43%-914.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,849 | $3,262-43.3% | $2,723-32.1% | $4,751-61.1% |
| Participant deferral / active EE | $5,367 | $5,232+2.6% | $4,447+20.7% | $6,710-20.0% |
| Admin fee / account holder | $51,711 | $6,599+683.7% | $5,377+861.7% | $11,403+353.5% |