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 | $81,539 | $70,587+15.5% | $124,672-34.6% | $85,850-5.0% |
| Participation rate | 71.2% | 64.4%+6.8pp | 74.6%-3.4pp | 69.3%+1.9pp |
| Annual return | 14.69% | 20688.83%-20674.1pp | 5142.93%-5128.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,884 | $1,913-1.6% | $3,324-43.3% | $2,565-26.6% |
| Participant deferral / active EE | $2,836 | $2,969-4.5% | $4,614-38.5% | $3,952-28.2% |
| Admin fee / account holder | $8,689 | $5,282+64.5% | $7,493+16.0% | $6,260+38.8% |