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 | $67,347 | $100,852-33.2% | $90,404-25.5% | $158,922-57.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 14.60% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,278 | $3,689-38.2% | $3,262-30.2% | $4,761-52.2% |
| Participant deferral / active EE | $3,065 | $4,348-29.5% | $3,963-22.7% | $5,982-48.8% |
| Admin fee / account holder | $628 | $6,501-90.3% | $5,611-88.8% | $11,246-94.4% |