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 | $71,264 | $60,124+18.5% | $90,404-21.2% | $79,858-10.8% |
| Participation rate | 89.3% | 65.0%+24.3pp | 72.7%+16.6pp | 69.6%+19.7pp |
| Annual return | 35.23% | 71.94%-36.7pp | 1293.02%-1257.8pp | 31.71%+3.5pp |
| Employer contribution / active EE | $1,989 | $2,068-3.8% | $3,262-39.0% | $2,471-19.5% |
| Participant deferral / active EE | $2,247 | $2,938-23.5% | $3,963-43.3% | $3,740-39.9% |
| Admin fee / account holder | $800 | $3,976-79.9% | $5,611-85.7% | $5,306-84.9% |