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 | $61,415 | $73,515-16.5% | $62,995-2.5% | $147,584-58.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 14.43% | 175.43%-161.0pp | 87.57%-73.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,897 | $3,320-12.8% | $2,759+5.0% | $4,876-40.6% |
| Participant deferral / active EE | $3,259 | $4,185-22.1% | $3,329-2.1% | $5,439-40.1% |
| Admin fee / account holder | $459 | $5,953-92.3% | $3,600-87.2% | $10,885-95.8% |