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 | $30,674 | $65,409-53.1% | $98,442-68.8% | $85,850-64.3% |
| Participation rate | 93.8% | 65.0%+28.8pp | 73.3%+20.4pp | 69.3%+24.4pp |
| Annual return | 13.53% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,450 | $2,168-33.1% | $2,960-51.0% | $2,565-43.5% |
| Participant deferral / active EE | $4,604 | $3,166+45.4% | $4,276+7.7% | $3,952+16.5% |
| Admin fee / account holder | $6,212 | $4,593+35.3% | $5,949+4.4% | $6,260-0.8% |