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 | $57,335 | $102,604-44.1% | $86,188-33.5% | $139,434-58.9% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.0%+13.4pp | 80.3%+2.0pp |
| Annual return | 11.99% | 1922.51%-1910.5pp | 1168.45%-1156.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,488 | $3,032-50.9% | $2,380-37.5% | $4,751-68.7% |
| Participant deferral / active EE | $5,074 | $4,676+8.5% | $3,985+27.3% | $6,710-24.4% |
| Admin fee / account holder | $1,276 | $8,657-85.3% | $6,852-81.4% | $11,403-88.8% |