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 | $47,923 | $70,756-32.3% | $65,493-26.8% | $142,382-66.3% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 12.54% | 1754.89%-1742.4pp | 982.45%-969.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,448 | $2,881-49.7% | $2,574-43.7% | $4,299-66.3% |
| Participant deferral / active EE | $4,823 | $4,637+4.0% | $3,961+21.8% | $6,507-25.9% |
| Admin fee / account holder | $8,895 | $6,559+35.6% | $5,028+76.9% | $12,624-29.5% |