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 | $51,401 | $65,409-21.4% | $98,442-47.8% | $85,850-40.1% |
| Participation rate | 97.9% | 65.0%+32.9pp | 73.3%+24.6pp | 69.3%+28.6pp |
| Annual return | 28.69% | 21.76%+6.9pp | 1492.73%-1464.0pp | 318.53%-289.8pp |
| Employer contribution / active EE | $2,973 | $2,168+37.2% | $2,960+0.5% | $2,565+15.9% |
| Participant deferral / active EE | $1,088 | $3,166-65.6% | $4,276-74.6% | $3,952-72.5% |
| Admin fee / account holder | $2,809 | $4,593-38.8% | $5,949-52.8% | $6,260-55.1% |