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 | $52,463 | $65,561-20.0% | $86,188-39.1% | $75,163-30.2% |
| Participation rate | 84.3% | 60.5%+23.8pp | 69.0%+15.4pp | 67.2%+17.1pp |
| Annual return | 14.33% | 46.05%-31.7pp | 1168.45%-1154.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,354 | $1,553+244.8% | $2,380+125.0% | $2,670+100.5% |
| Participant deferral / active EE | $2,930 | $3,024-3.1% | $3,985-26.5% | $4,125-29.0% |
| Admin fee / account holder | $4,126 | $5,474-24.6% | $6,852-39.8% | $5,651-27.0% |