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 | $61,448 | $70,587-12.9% | $124,672-50.7% | $85,850-28.4% |
| Participation rate | 75.0% | 64.4%+10.6pp | 74.6%+0.4pp | 69.3%+5.7pp |
| Annual return | 12.74% | 20688.83%-20676.1pp | 5142.93%-5130.2pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,348 | $1,913-29.6% | $3,324-59.5% | $2,565-47.5% |
| Participant deferral / active EE | $2,552 | $2,969-14.0% | $4,614-44.7% | $3,952-35.4% |
| Admin fee / account holder | $1,856 | $5,282-64.9% | $7,493-75.2% | $6,260-70.4% |