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 | $52,060 | $70,756-26.4% | $65,493-20.5% | $142,382-63.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 15.58% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,445 | $2,881+19.6% | $2,574+33.8% | $4,299-19.9% |
| Participant deferral / active EE | $8,143 | $4,637+75.6% | $3,961+105.6% | $6,507+25.1% |
| Admin fee / account holder | $28,518 | $6,559+334.8% | $5,028+467.2% | $12,624+125.9% |