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 | $55,689 | $109,817-49.3% | $98,442-43.4% | $167,490-66.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.39% | 1956.69%-1941.3pp | 1492.73%-1477.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,292 | $3,224+64.1% | $2,960+78.8% | $4,837+9.4% |
| Participant deferral / active EE | $2,767 | $4,673-40.8% | $4,276-35.3% | $6,341-56.4% |
| Admin fee / account holder | $18,487 | $6,753+173.8% | $5,949+210.7% | $12,309+50.2% |