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 | $66,678 | $109,817-39.3% | $98,442-32.3% | $167,490-60.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 12.76% | 1956.69%-1943.9pp | 1492.73%-1480.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $9,267 | $3,224+187.4% | $2,960+213.1% | $4,837+91.6% |
| Participant deferral / active EE | $21,789 | $4,673+366.3% | $4,276+409.5% | $6,341+243.6% |
| Admin fee / account holder | $18,749 | $6,753+177.7% | $5,949+215.2% | $12,309+52.3% |