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 | $56,836 | $57,281-0.8% | $86,612-34.4% | $75,163-24.4% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 23.26% | 2670.75%-2647.5pp | 591.07%-567.8pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,629 | $2,314+13.6% | $3,022-13.0% | $2,670-1.5% |
| Participant deferral / active EE | $5,856 | $3,318+76.5% | $4,438+32.0% | $4,125+42.0% |
| Admin fee / account holder | $5,108 | $4,112+24.2% | $5,614-9.0% | $5,651-9.6% |