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 | $56,186 | $30,400+84.8% | $53,898+4.2% | $84,808-33.7% |
| Participation rate | 81.3% | 46.4%+34.8pp | 55.0%+26.3pp | 68.3%+12.9pp |
| Annual return | 17.72% | 500.19%-482.5pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,578 | $603+161.8% | $932+69.3% | $2,631-40.0% |
| Participant deferral / active EE | $5,262 | $1,199+339.0% | $1,826+188.1% | $4,212+24.9% |
| Admin fee / account holder | $946 | $1,993-52.5% | $2,491-62.0% | $7,344-87.1% |