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 | $45,403 | $57,281-20.7% | $86,612-47.6% | $75,163-39.6% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 27.41% | 2670.75%-2643.3pp | 591.07%-563.7pp | 160.62%-133.2pp |
| Employer contribution / active EE | $2,932 | $2,314+26.7% | $3,022-3.0% | $2,670+9.8% |
| Participant deferral / active EE | $4,068 | $3,318+22.6% | $4,438-8.3% | $4,125-1.4% |
| Admin fee / account holder | $744 | $4,112-81.9% | $5,614-86.7% | $5,651-86.8% |