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 | $53,536 | $70,756-24.3% | $65,493-18.3% | $142,382-62.4% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 12.10% | 1754.89%-1742.8pp | 982.45%-970.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,714 | $2,881-5.8% | $2,574+5.4% | $4,299-36.9% |
| Participant deferral / active EE | $2,239 | $4,637-51.7% | $3,961-43.5% | $6,507-65.6% |
| Admin fee / account holder | $6,353 | $6,559-3.1% | $5,028+26.4% | $12,624-49.7% |