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 | $53,114 | $112,096-52.6% | $95,952-44.6% | $158,922-66.6% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 6.83% | 171.09%-164.3pp | 91.61%-84.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $5,123 | $3,198+60.2% | $2,541+101.6% | $4,761+7.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,523 | $10,130-45.5% | $6,795-18.7% | $11,246-50.9% |