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 | $50,717 | $48,570+4.4% | $130,648-61.2% | $72,985-30.5% |
| Participation rate | 97.5% | 58.6%+38.9pp | 71.7%+25.8pp | 69.5%+28.0pp |
| Annual return | 17.88% | 38.63%-20.7pp | 1708.96%-1691.1pp | 81.00%-63.1pp |
| Employer contribution / active EE | $5,072 | $1,334+280.2% | $4,092+24.0% | $2,440+107.9% |
| Participant deferral / active EE | $1,911 | $2,384-19.8% | $3,603-47.0% | $3,607-47.0% |
| Admin fee / account holder | $13,854 | $3,549+290.4% | $5,464+153.5% | $5,124+170.4% |