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 | $49,455 | $57,281-13.7% | $86,612-42.9% | $75,163-34.2% |
| Participation rate | 83.6% | 63.2%+20.4pp | 71.7%+11.9pp | 67.2%+16.4pp |
| Annual return | 18.80% | 2670.75%-2651.9pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,303 | $2,314+42.7% | $3,022+9.3% | $2,670+23.7% |
| Participant deferral / active EE | $4,588 | $3,318+38.3% | $4,438+3.4% | $4,125+11.2% |
| Admin fee / account holder | $4,481 | $4,112+9.0% | $5,614-20.2% | $5,651-20.7% |