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 9-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 | $51,438 | $57,281-10.2% | $86,612-40.6% | $75,163-31.6% |
| Participation rate | 91.2% | 63.2%+28.0pp | 71.7%+19.5pp | 67.2%+24.0pp |
| Annual return | 13.78% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,193 | $2,314-5.3% | $3,022-27.5% | $2,670-17.9% |
| Participant deferral / active EE | $5,868 | $3,318+76.9% | $4,438+32.2% | $4,125+42.2% |
| Admin fee / account holder | $1,047 | $4,112-74.5% | $5,614-81.4% | $5,651-81.5% |