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 | $53,829 | $63,346-15.0% | $92,233-41.6% | $70,131-23.2% |
| Participation rate | 79.1% | 68.7%+10.4pp | 76.5%+2.6pp | 69.5%+9.5pp |
| Annual return | 27.27% | 530.12%-502.8pp | 176.28%-149.0pp | 73.14%-45.9pp |
| Employer contribution / active EE | $3,775 | $2,471+52.8% | $3,679+2.6% | $2,342+61.1% |
| Participant deferral / active EE | $2,014 | $2,854-29.4% | $3,897-48.3% | $3,332-39.5% |
| Admin fee / account holder | $1,543 | $3,840-59.8% | $5,194-70.3% | $4,645-66.8% |