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 | $51,189 | $70,756-27.7% | $65,493-21.8% | $142,382-64.0% |
| Participation rate | 81.0% | 77.4%+3.6pp | 73.1%+7.9pp | 80.1%+0.8pp |
| Annual return | 13.36% | 1754.89%-1741.5pp | 982.45%-969.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,255 | $4,637-29.8% | $3,961-17.8% | $6,507-50.0% |
| Admin fee / account holder | $756 | $6,559-88.5% | $5,028-85.0% | $12,624-94.0% |