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 | $58,577 | $58,927-0.6% | $76,817-23.7% | $72,985-19.7% |
| Participation rate | 91.5% | 67.3%+24.2pp | 72.1%+19.4pp | 69.5%+22.0pp |
| Annual return | 16.47% | 2305.64%-2289.2pp | 1166.11%-1149.6pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,682 | $1,787+50.1% | $2,302+16.5% | $2,440+9.9% |
| Participant deferral / active EE | $5,706 | $2,690+112.1% | $3,336+71.1% | $3,607+58.2% |
| Admin fee / account holder | $7,216 | $4,013+79.8% | $6,420+12.4% | $5,124+40.8% |