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 | $18,582 | $60,124-69.1% | $90,404-79.4% | $79,858-76.7% |
| Participation rate | 80.3% | 65.0%+15.3pp | 72.7%+7.6pp | 69.6%+10.7pp |
| Annual return | 19.69% | 71.94%-52.3pp | 1293.02%-1273.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,414 | $2,068+16.8% | $3,262-26.0% | $2,471-2.3% |
| Participant deferral / active EE | $6,197 | $2,938+110.9% | $3,963+56.3% | $3,740+65.7% |
| Admin fee / account holder | $3,211 | $3,976-19.3% | $5,611-42.8% | $5,306-39.5% |