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 | $51,756 | $70,756-26.9% | $65,493-21.0% | $142,382-63.7% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 16.51% | 1754.89%-1738.4pp | 982.45%-965.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $6,162 | $2,881+113.9% | $2,574+139.4% | $4,299+43.3% |
| Participant deferral / active EE | $1,664 | $4,637-64.1% | $3,961-58.0% | $6,507-74.4% |
| Admin fee / account holder | $3,165 | $6,559-51.7% | $5,028-37.0% | $12,624-74.9% |