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 | $32,530 | $65,409-50.3% | $98,442-67.0% | $85,850-62.1% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.3%+18.7pp |
| Annual return | 12.59% | 21.76%-9.2pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,673 | $2,168+23.3% | $2,960-9.7% | $2,565+4.2% |
| Participant deferral / active EE | $4,503 | $3,166+42.2% | $4,276+5.3% | $3,952+14.0% |
| Admin fee / account holder | $8,501 | $4,593+85.1% | $5,949+42.9% | $6,260+35.8% |