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 | $50,717 | $83,902-39.6% | $167,512-69.7% | $84,808-40.2% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.1%+12.9pp | 68.3%+21.7pp |
| Annual return | 13.94% | 91.55%-77.6pp | 1615.79%-1601.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,725 | $2,264-23.8% | $3,882-55.6% | $2,631-34.4% |
| Participant deferral / active EE | $4,062 | $4,442-8.6% | $6,405-36.6% | $4,212-3.6% |
| Admin fee / account holder | $2,908 | $7,915-63.3% | $9,769-70.2% | $7,344-60.4% |