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 | $62,358 | $100,852-38.2% | $90,404-31.0% | $158,922-60.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 16.89% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $593 | $3,689-83.9% | $3,262-81.8% | $4,761-87.6% |
| Participant deferral / active EE | $4,170 | $4,348-4.1% | $3,963+5.2% | $5,982-30.3% |
| Admin fee / account holder | $628 | $6,501-90.3% | $5,611-88.8% | $11,246-94.4% |