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 | $53,550 | $60,124-10.9% | $90,404-40.8% | $79,858-32.9% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | 13.55% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,901 | $2,068+40.3% | $3,262-11.1% | $2,471+17.4% |
| Participant deferral / active EE | $3,712 | $2,938+26.3% | $3,963-6.3% | $3,740-0.7% |
| Admin fee / account holder | $16,039 | $3,976+303.3% | $5,611+185.9% | $5,306+202.3% |