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 | $53,714 | $83,902-36.0% | $167,512-67.9% | $84,808-36.7% |
| Participation rate | 97.2% | 66.5%+30.8pp | 77.1%+20.2pp | 68.3%+28.9pp |
| Annual return | 23.90% | 91.55%-67.7pp | 1615.79%-1591.9pp | 40.90%-17.0pp |
| Employer contribution / active EE | $556 | $2,264-75.5% | $3,882-85.7% | $2,631-78.9% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $842 | $7,915-89.4% | $9,769-91.4% | $7,344-88.5% |