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 | $50,074 | $48,795+2.6% | $65,493-23.5% | $84,808-41.0% |
| Participation rate | 97.5% | 67.0%+30.5pp | 73.1%+24.4pp | 68.3%+29.2pp |
| Annual return | 11.97% | 20.20%-8.2pp | 982.45%-970.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,248 | $1,930-35.3% | $2,574-51.5% | $2,631-52.6% |
| Participant deferral / active EE | $4,011 | $2,928+37.0% | $3,961+1.3% | $4,212-4.8% |
| Admin fee / account holder | $4,650 | $3,877+19.9% | $5,028-7.5% | $7,344-36.7% |