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 | $57,733 | $83,902-31.2% | $167,512-65.5% | $84,808-31.9% |
| Participation rate | 87.9% | 66.5%+21.4pp | 77.1%+10.8pp | 68.3%+19.6pp |
| Annual return | 14.05% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,384 | $2,264+93.6% | $3,882+12.9% | $2,631+66.6% |
| Participant deferral / active EE | $8,449 | $4,442+90.2% | $6,405+31.9% | $4,212+100.6% |
| Admin fee / account holder | $4,673 | $7,915-41.0% | $9,769-52.2% | $7,344-36.4% |