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 | $61,699 | $57,281+7.7% | $86,612-28.8% | $75,163-17.9% |
| Participation rate | 90.9% | 63.2%+27.7pp | 71.7%+19.2pp | 67.2%+23.7pp |
| Annual return | 16.68% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,782 | $2,314-23.0% | $3,022-41.0% | $2,670-33.3% |
| Participant deferral / active EE | $4,787 | $3,318+44.3% | $4,438+7.9% | $4,125+16.0% |
| Admin fee / account holder | $3,608 | $4,112-12.3% | $5,614-35.7% | $5,651-36.2% |