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 | $60,824 | $65,561-7.2% | $86,188-29.4% | $75,163-19.1% |
| Participation rate | 75.7% | 60.5%+15.2pp | 69.0%+6.7pp | 67.2%+8.5pp |
| Annual return | 15.58% | 46.05%-30.5pp | 1168.45%-1152.9pp | 160.62%-145.0pp |
| Employer contribution / active EE | $495 | $1,553-68.1% | $2,380-79.2% | $2,670-81.5% |
| Participant deferral / active EE | $5,451 | $3,024+80.3% | $3,985+36.8% | $4,125+32.1% |
| Admin fee / account holder | $7,966 | $5,474+45.5% | $6,852+16.3% | $5,651+41.0% |