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 | $51,374 | $96,305-46.7% | $80,569-36.2% | $139,434-63.2% |
| Participation rate | 95.5% | 73.6%+21.8pp | 67.0%+28.5pp | 80.3%+15.1pp |
| Annual return | 15.84% | 1350.08%-1334.2pp | 935.43%-919.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,802 | $3,262-14.1% | $2,723+2.9% | $4,751-41.0% |
| Participant deferral / active EE | $5,347 | $5,232+2.2% | $4,447+20.2% | $6,710-20.3% |
| Admin fee / account holder | $11,337 | $6,599+71.8% | $5,377+110.8% | $11,403-0.6% |