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 | $62,038 | $88,751-30.1% | $81,812-24.2% | $145,922-57.5% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.3%+23.5pp | 80.3%+15.6pp |
| Annual return | 10.62% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,597 | $3,083+16.7% | $2,912+23.5% | $4,660-22.8% |
| Participant deferral / active EE | $8,020 | $4,643+72.7% | $4,319+85.7% | $6,688+19.9% |
| Admin fee / account holder | $16,853 | $8,415+100.3% | $7,386+128.2% | $13,397+25.8% |