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 | $58,501 | $113,339-48.4% | $94,993-38.4% | $147,584-60.4% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 125.36% | 20.77%+104.6pp | 27.12%+98.2pp | 578.55%-453.2pp |
| Employer contribution / active EE | $1,253 | $3,160-60.4% | $2,603-51.9% | $4,876-74.3% |
| Participant deferral / active EE | $3,861 | $3,777+2.2% | $3,317+16.4% | $5,439-29.0% |
| Admin fee / account holder | $57,973 | $6,063+856.3% | $4,960+1068.7% | $10,885+432.6% |