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 | $44,876 | $65,561-31.6% | $86,188-47.9% | $75,163-40.3% |
| Participation rate | 82.5% | 60.5%+22.0pp | 69.0%+13.5pp | 67.2%+15.3pp |
| Annual return | 15.33% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $669 | $1,553-56.9% | $2,380-71.9% | $2,670-74.9% |
| Participant deferral / active EE | $2,967 | $3,024-1.9% | $3,985-25.6% | $4,125-28.1% |
| Admin fee / account holder | $14,529 | $5,474+165.4% | $6,852+112.1% | $5,651+157.1% |