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 | $59,802 | $109,817-45.5% | $98,442-39.3% | $167,490-64.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 17.47% | 1956.69%-1939.2pp | 1492.73%-1475.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,736 | $3,224-46.2% | $2,960-41.4% | $4,837-64.1% |
| Participant deferral / active EE | $8,152 | $4,673+74.4% | $4,276+90.6% | $6,341+28.5% |
| Admin fee / account holder | $3,195 | $6,753-52.7% | $5,949-46.3% | $12,309-74.0% |