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 | $57,330 | $59,417-3.5% | $93,606-38.8% | $74,495-23.0% |
| Participation rate | 90.6% | 59.7%+30.9pp | 68.7%+21.8pp | 67.2%+23.4pp |
| Annual return | 12.65% | 81.83%-69.2pp | 133.20%-120.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,791 | $1,264+120.9% | $2,420+15.3% | $2,623+6.4% |
| Participant deferral / active EE | $5,323 | $3,050+74.5% | $4,411+20.7% | $4,346+22.5% |
| Admin fee / account holder | $5,993 | $3,021+98.4% | $8,285-27.7% | $1,942+208.6% |