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 | $68,264 | $100,852-32.3% | $90,404-24.5% | $158,922-57.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 13.99% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,536 | $3,689-58.4% | $3,262-52.9% | $4,761-67.7% |
| Participant deferral / active EE | $4,949 | $4,348+13.8% | $3,963+24.9% | $5,982-17.3% |
| Admin fee / account holder | $1,894 | $6,501-70.9% | $5,611-66.2% | $11,246-83.2% |