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 | $50,451 | $57,281-11.9% | $86,612-41.8% | $75,163-32.9% |
| Participation rate | 87.1% | 63.2%+23.9pp | 71.7%+15.4pp | 67.2%+19.9pp |
| Annual return | 25.10% | 2670.75%-2645.6pp | 591.07%-566.0pp | 160.62%-135.5pp |
| Employer contribution / active EE | $819 | $2,314-64.6% | $3,022-72.9% | $2,670-69.3% |
| Participant deferral / active EE | $4,472 | $3,318+34.8% | $4,438+0.8% | $4,125+8.4% |
| Admin fee / account holder | $1,334 | $4,112-67.6% | $5,614-76.2% | $5,651-76.4% |