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 5-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 | $64,394 | $88,751-27.4% | $81,812-21.3% | $145,922-55.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.91% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,351 | $3,083-56.2% | $2,912-53.6% | $4,660-71.0% |
| Participant deferral / active EE | $7,517 | $4,643+61.9% | $4,319+74.1% | $6,688+12.4% |
| Admin fee / account holder | $11,860 | $8,415+40.9% | $7,386+60.6% | $13,397-11.5% |