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 | $56,315 | $100,852-44.2% | $90,404-37.7% | $158,922-64.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 6.94% | 1724.20%-1717.3pp | 1293.02%-1286.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,567 | $3,689-30.4% | $3,262-21.3% | $4,761-46.1% |
| Participant deferral / active EE | $4,280 | $4,348-1.6% | $3,963+8.0% | $5,982-28.5% |
| Admin fee / account holder | $30,541 | $6,501+369.8% | $5,611+444.3% | $11,246+171.6% |