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 | $51,423 | $49,922+3.0% | $80,569-36.2% | $75,163-31.6% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.8pp | 67.2%+26.6pp |
| Annual return | 19.07% | 34.69%-15.6pp | 935.43%-916.4pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,464 | $1,698+45.1% | $2,723-9.5% | $2,670-7.7% |
| Participant deferral / active EE | $5,957 | $2,990+99.2% | $4,447+33.9% | $4,125+44.4% |
| Admin fee / account holder | $10,178 | $3,577+184.5% | $5,377+89.3% | $5,651+80.1% |