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 | $29,144 | $49,922-41.6% | $80,569-63.8% | $75,163-61.2% |
| Participation rate | 93.0% | 55.3%+37.7pp | 67.0%+26.0pp | 67.2%+25.8pp |
| Annual return | 20.58% | 34.69%-14.1pp | 935.43%-914.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,585 | $1,698+111.1% | $2,723+31.6% | $2,670+34.3% |
| Participant deferral / active EE | $5,455 | $2,990+82.4% | $4,447+22.7% | $4,125+32.2% |
| Admin fee / account holder | $2,006 | $3,577-43.9% | $5,377-62.7% | $5,651-64.5% |