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 | $60,470 | $83,902-27.9% | $167,512-63.9% | $84,808-28.7% |
| Participation rate | 97.6% | 66.5%+31.1pp | 77.1%+20.5pp | 68.3%+29.2pp |
| Annual return | 14.85% | 91.55%-76.7pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,138 | $2,264+38.6% | $3,882-19.2% | $2,631+19.3% |
| Participant deferral / active EE | $4,856 | $4,442+9.3% | $6,405-24.2% | $4,212+15.3% |
| Admin fee / account holder | $7,979 | $7,915+0.8% | $9,769-18.3% | $7,344+8.7% |