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 9-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 | $54,711 | $60,124-9.0% | $90,404-39.5% | $79,858-31.5% |
| Participation rate | 76.9% | 65.0%+11.9pp | 72.7%+4.2pp | 69.6%+7.3pp |
| Annual return | 22.92% | 71.94%-49.0pp | 1293.02%-1270.1pp | 31.71%-8.8pp |
| Employer contribution / active EE | $2,702 | $2,068+30.7% | $3,262-17.2% | $2,471+9.3% |
| Participant deferral / active EE | $3,572 | $2,938+21.6% | $3,963-9.9% | $3,740-4.5% |
| Admin fee / account holder | $852 | $3,976-78.6% | $5,611-84.8% | $5,306-83.9% |