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 | $61,141 | $49,922+22.5% | $80,569-24.1% | $75,163-18.7% |
| Participation rate | 75.0% | 55.3%+19.7pp | 67.0%+8.0pp | 67.2%+7.8pp |
| Annual return | 15.99% | 34.69%-18.7pp | 935.43%-919.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,393 | $1,698-18.0% | $2,723-48.9% | $2,670-47.8% |
| Participant deferral / active EE | $2,650 | $2,990-11.4% | $4,447-40.4% | $4,125-35.7% |
| Admin fee / account holder | $10,333 | $3,577+188.9% | $5,377+92.2% | $5,651+82.9% |