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 | $73,824 | $169,032-56.3% | $129,207-42.9% | $145,922-49.4% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 10.52% | 14330.11%-14319.6pp | 9417.33%-9406.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,375 | $5,537-39.0% | $4,153-18.7% | $4,660-27.6% |
| Participant deferral / active EE | $2,640 | $4,987-47.1% | $4,168-36.7% | $6,688-60.5% |
| Admin fee / account holder | $2,352 | $9,954-76.4% | $7,715-69.5% | $13,397-82.4% |