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 | $49,674 | $58,208-14.7% | $81,812-39.3% | $80,856-38.6% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 16.72% | 41.66%-24.9pp | 773.79%-757.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,849 | $2,340+150.0% | $2,912+100.8% | $2,755+112.3% |
| Participant deferral / active EE | $9,130 | $3,281+178.3% | $4,319+111.4% | $4,296+112.5% |
| Admin fee / account holder | $21,115 | $4,981+323.9% | $7,386+185.9% | $6,918+205.2% |