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 | $65,680 | $58,208+12.8% | $81,812-19.7% | $80,856-18.8% |
| Participation rate | 87.8% | 63.4%+24.3pp | 72.3%+15.4pp | 67.6%+20.1pp |
| Annual return | 10.81% | 41.66%-30.8pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,666 | $2,340+56.7% | $2,912+25.9% | $2,755+33.1% |
| Participant deferral / active EE | $5,429 | $3,281+65.5% | $4,319+25.7% | $4,296+26.4% |
| Admin fee / account holder | $19,440 | $4,981+290.3% | $7,386+163.2% | $6,918+181.0% |