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 | $56,991 | $65,561-13.1% | $86,188-33.9% | $75,163-24.2% |
| Participation rate | 85.4% | 60.5%+24.9pp | 69.0%+16.5pp | 67.2%+18.2pp |
| Annual return | 17.64% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,708 | $1,553+74.4% | $2,380+13.8% | $2,670+1.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,569 | $5,474+1.7% | $6,852-18.7% | $5,651-1.5% |