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 | $63,064 | $60,124+4.9% | $90,404-30.2% | $79,858-21.0% |
| Participation rate | 72.7% | 65.0%+7.7pp | 72.7%0pp | 69.6%+3.1pp |
| Annual return | 16.18% | 71.94%-55.8pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,002 | $2,068+45.2% | $3,262-8.0% | $2,471+21.5% |
| Participant deferral / active EE | $6,178 | $2,938+110.3% | $3,963+55.9% | $3,740+65.2% |
| Admin fee / account holder | $2,018 | $3,976-49.2% | $5,611-64.0% | $5,306-62.0% |