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 | $77,028 | $65,409+17.8% | $98,442-21.8% | $85,850-10.3% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.2pp | 69.3%+27.2pp |
| Annual return | 13.29% | 21.76%-8.5pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $5,727 | $2,168+164.2% | $2,960+93.5% | $2,565+123.3% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,339 | $4,593-49.1% | $5,949-60.7% | $6,260-62.6% |