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 | $64,632 | $144,119-55.2% | $117,854-45.2% | $147,584-56.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 52.02% | 531.15%-479.1pp | 335.08%-283.1pp | 578.55%-526.5pp |
| Employer contribution / active EE | $5,373 | $4,896+9.7% | $3,786+41.9% | $4,876+10.2% |
| Participant deferral / active EE | $7,148 | $5,316+34.5% | $4,482+59.5% | $5,439+31.4% |
| Admin fee / account holder | $4,282 | $10,886-60.7% | $8,020-46.6% | $10,885-60.7% |