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 | $60,993 | $83,902-27.3% | $167,512-63.6% | $84,808-28.1% |
| Participation rate | 73.0% | 66.5%+6.5pp | 77.1%-4.1pp | 68.3%+4.7pp |
| Annual return | 14.94% | 91.55%-76.6pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,077 | $2,264-8.3% | $3,882-46.5% | $2,631-21.1% |
| Participant deferral / active EE | $6,454 | $4,442+45.3% | $6,405+0.8% | $4,212+53.3% |
| Admin fee / account holder | $24,236 | $7,915+206.2% | $9,769+148.1% | $7,344+230.0% |