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 | $57,608 | $84,695-32.0% | $73,843-22.0% | $125,391-54.1% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | 10.95% | 3123.53%-3112.6pp | 2267.84%-2256.9pp | 282.22%-271.3pp |
| Employer contribution / active EE | $3,164 | $3,123+1.3% | $2,787+13.5% | $4,866-35.0% |
| Participant deferral / active EE | $3,779 | $3,992-5.4% | $3,583+5.5% | $5,352-29.4% |
| Admin fee / account holder | $42,595 | $5,691+648.4% | $4,880+772.8% | $9,540+346.5% |