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 | $57,161 | $65,561-12.8% | $86,188-33.7% | $75,163-24.0% |
| Participation rate | 89.0% | 60.5%+28.6pp | 69.0%+20.1pp | 67.2%+21.8pp |
| Annual return | 14.92% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $877 | $1,553-43.5% | $2,380-63.2% | $2,670-67.2% |
| Participant deferral / active EE | $4,755 | $3,024+57.3% | $3,985+19.3% | $4,125+15.3% |
| Admin fee / account holder | $1,939 | $5,474-64.6% | $6,852-71.7% | $5,651-65.7% |