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 5-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 | $53,822 | $54,517-1.3% | $75,972-29.2% | $74,495-27.8% |
| Participation rate | 79.1% | 60.3%+18.8pp | 69.1%+10.1pp | 67.2%+11.9pp |
| Annual return | 19.61% | 31.82%-12.2pp | 359.55%-339.9pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,046 | $1,777+15.1% | $2,685-23.8% | $2,623-22.0% |
| Participant deferral / active EE | $6,115 | $3,066+99.5% | $4,255+43.7% | $4,346+40.7% |
| Admin fee / account holder | $1,770 | $2,229-20.6% | $6,467-72.6% | $1,942-8.8% |