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 | $66,431 | $70,587-5.9% | $124,672-46.7% | $85,850-22.6% |
| Participation rate | 77.8% | 64.4%+13.4pp | 74.6%+3.2pp | 69.3%+8.5pp |
| Annual return | 14.44% | 20688.83%-20674.4pp | 5142.93%-5128.5pp | 318.53%-304.1pp |
| Employer contribution / active EE | $938 | $1,913-51.0% | $3,324-71.8% | $2,565-63.4% |
| Participant deferral / active EE | $2,819 | $2,969-5.0% | $4,614-38.9% | $3,952-28.7% |
| Admin fee / account holder | $2,138 | $5,282-59.5% | $7,493-71.5% | $6,260-65.8% |