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 | $48,952 | $57,281-14.5% | $86,612-43.5% | $75,163-34.9% |
| Participation rate | 79.4% | 63.2%+16.2pp | 71.7%+7.7pp | 67.2%+12.2pp |
| Annual return | 18.83% | 2670.75%-2651.9pp | 591.07%-572.2pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,614 | $3,318+8.9% | $4,438-18.6% | $4,125-12.4% |
| Admin fee / account holder | $1,965 | $4,112-52.2% | $5,614-65.0% | $5,651-65.2% |