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 7-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 | $54,669 | $60,124-9.1% | $90,404-39.5% | $79,858-31.5% |
| Participation rate | 78.4% | 65.0%+13.4pp | 72.7%+5.7pp | 69.6%+8.7pp |
| Annual return | 10.96% | 71.94%-61.0pp | 1293.02%-1282.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $5,268 | $2,068+154.8% | $3,262+61.5% | $2,471+113.2% |
| Participant deferral / active EE | $7,642 | $2,938+160.1% | $3,963+92.8% | $3,740+104.3% |
| Admin fee / account holder | $15,052 | $3,976+278.5% | $5,611+168.3% | $5,306+183.7% |