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 | $68,134 | $83,902-18.8% | $167,512-59.3% | $84,808-19.7% |
| Participation rate | 88.9% | 66.5%+22.4pp | 77.1%+11.8pp | 68.3%+20.6pp |
| Annual return | 14.95% | 91.55%-76.6pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $976 | $2,264-56.9% | $3,882-74.8% | $2,631-62.9% |
| Participant deferral / active EE | $2,619 | $4,442-41.0% | $6,405-59.1% | $4,212-37.8% |
| Admin fee / account holder | $5,390 | $7,915-31.9% | $9,769-44.8% | $7,344-26.6% |