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 | $53,273 | $49,173+8.3% | $121,098-56.0% | $75,163-29.1% |
| Participation rate | 70.5% | 55.4%+15.1pp | 69.5%+1.0pp | 67.2%+3.3pp |
| Annual return | 14.44% | 55.99%-41.6pp | 985.75%-971.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,520 | $1,546-1.6% | $4,164-63.5% | $2,670-43.1% |
| Participant deferral / active EE | $4,248 | $2,628+61.7% | $4,080+4.1% | $4,125+3.0% |
| Admin fee / account holder | $2,771 | $3,942-29.7% | $5,644-50.9% | $5,651-51.0% |