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 | $61,915 | $114,047-45.7% | $96,139-35.6% | $167,490-63.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 15.58% | 189.88%-174.3pp | 191.94%-176.4pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,495 | $3,427-56.4% | $2,797-46.6% | $4,837-69.1% |
| Participant deferral / active EE | $3,660 | $5,194-29.5% | $4,349-15.8% | $6,341-42.3% |
| Admin fee / account holder | $8,233 | $6,897+19.4% | $5,537+48.7% | $12,309-33.1% |