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 | $59,046 | $88,751-33.5% | $81,812-27.8% | $145,922-59.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 9.68% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,891 | $3,083-6.2% | $2,912-0.7% | $4,660-37.9% |
| Participant deferral / active EE | $8,813 | $4,643+89.8% | $4,319+104.1% | $6,688+31.8% |
| Admin fee / account holder | $2,220 | $8,415-73.6% | $7,386-69.9% | $13,397-83.4% |