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 | $68,311 | $44,850+52.3% | $60,547+12.8% | $59,632+14.6% |
| Participation rate | 88.5% | 59.5%+29.0pp | 68.0%+20.5pp | 68.7%+19.8pp |
| Annual return | 1.54% | 1074.14%-1072.6pp | 335.64%-334.1pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $484 | $1,462-66.9% | $2,419-80.0% | $2,203-78.0% |
| Participant deferral / active EE | $3,783 | $2,230+69.7% | $3,328+13.7% | $3,192+18.5% |
| Admin fee / account holder | $1,801 | $3,635-50.5% | $4,536-60.3% | $4,297-58.1% |