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 | $56,019 | $156,846-64.3% | $121,098-53.7% | $139,434-59.8% |
| Participation rate | 82.6% | 76.4%+6.2pp | 69.5%+13.1pp | 80.3%+2.3pp |
| Annual return | 14.56% | 1474.56%-1460.0pp | 985.75%-971.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,194 | $5,536-78.4% | $4,164-71.3% | $4,751-74.9% |
| Participant deferral / active EE | $2,801 | $4,844-42.2% | $4,080-31.3% | $6,710-58.3% |
| Admin fee / account holder | $11,750 | $6,946+69.2% | $5,644+108.2% | $11,403+3.0% |