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 | $70,599 | $100,852-30.0% | $90,404-21.9% | $158,922-55.6% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 14.92% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,482 | $3,689-32.7% | $3,262-23.9% | $4,761-47.9% |
| Participant deferral / active EE | $5,205 | $4,348+19.7% | $3,963+31.3% | $5,982-13.0% |
| Admin fee / account holder | $1,442 | $6,501-77.8% | $5,611-74.3% | $11,246-87.2% |