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 | $62,453 | $99,020-36.9% | $86,590-27.9% | $147,584-57.7% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 14.60% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $7,815 | $3,132+149.5% | $2,839+175.3% | $4,876+60.3% |
| Participant deferral / active EE | $5,768 | $3,972+45.2% | $3,609+59.8% | $5,439+6.1% |
| Admin fee / account holder | $19,723 | $5,710+245.4% | $4,906+302.0% | $10,885+81.2% |