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 | $51,531 | $100,041-48.5% | $149,718-65.6% | $70,131-26.5% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 20.49% | 27.43%-6.9pp | 1501.63%-1481.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,714 | $3,662-25.9% | $5,445-50.1% | $2,342+15.9% |
| Participant deferral / active EE | $3,997 | $4,983-19.8% | $6,569-39.2% | $3,332+20.0% |
| Admin fee / account holder | $3,952 | $8,286-52.3% | $11,283-65.0% | $4,645-14.9% |