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 | $37,205 | $57,281-35.0% | $86,612-57.0% | $75,163-50.5% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | 15.45% | 2670.75%-2655.3pp | 591.07%-575.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $5,202 | $2,314+124.8% | $3,022+72.1% | $2,670+94.8% |
| Participant deferral / active EE | $4,312 | $3,318+30.0% | $4,438-2.8% | $4,125+4.5% |
| Admin fee / account holder | $5,439 | $4,112+32.3% | $5,614-3.1% | $5,651-3.7% |