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 | $49,796 | $73,360-32.1% | $177,989-72.0% | $74,495-33.2% |
| Participation rate | 88.7% | 66.6%+22.1pp | 77.1%+11.6pp | 67.2%+21.5pp |
| Annual return | 14.86% | 17.49%-2.6pp | 294.48%-279.6pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,570 | $2,216-29.2% | $3,949-60.2% | $2,623-40.1% |
| Participant deferral / active EE | $4,240 | $4,513-6.1% | $6,276-32.4% | $4,346-2.4% |
| Admin fee / account holder | $4,128 | $1,808+128.3% | $10,363-60.2% | $1,942+112.6% |