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 | $50,224 | $59,417-15.5% | $93,606-46.3% | $74,495-32.6% |
| Participation rate | 75.7% | 59.7%+16.1pp | 68.7%+7.0pp | 67.2%+8.5pp |
| Annual return | 12.04% | 81.83%-69.8pp | 133.20%-121.2pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $907 | $1,264-28.2% | $2,420-62.5% | $2,623-65.4% |
| Participant deferral / active EE | $2,667 | $3,050-12.6% | $4,411-39.5% | $4,346-38.6% |
| Admin fee / account holder | $33,472 | $3,021+1007.9% | $8,285+304.0% | $1,942+1623.8% |