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 | $49,286 | $60,124-18.0% | $90,404-45.5% | $79,858-38.3% |
| Participation rate | 83.9% | 65.0%+18.9pp | 72.7%+11.2pp | 69.6%+14.2pp |
| Annual return | 12.98% | 71.94%-59.0pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $6,054 | $2,068+192.8% | $3,262+85.6% | $2,471+145.0% |
| Participant deferral / active EE | $1,261 | $2,938-57.1% | $3,963-68.2% | $3,740-66.3% |
| Admin fee / account holder | $4,163 | $3,976+4.7% | $5,611-25.8% | $5,306-21.6% |