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 | $62,899 | $65,409-3.8% | $98,442-36.1% | $85,850-26.7% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 11.86% | 21.76%-9.9pp | 1492.73%-1480.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $4,433 | $2,168+104.5% | $2,960+49.8% | $2,565+72.8% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,087 | $4,593-76.3% | $5,949-81.7% | $6,260-82.6% |