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 | $63,386 | $70,587-10.2% | $124,672-49.2% | $85,850-26.2% |
| Participation rate | 87.7% | 64.4%+23.3pp | 74.6%+13.1pp | 69.3%+18.4pp |
| Annual return | 14.74% | 20688.83%-20674.1pp | 5142.93%-5128.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,404 | $1,913+25.6% | $3,324-27.7% | $2,565-6.3% |
| Participant deferral / active EE | $2,976 | $2,969+0.2% | $4,614-35.5% | $3,952-24.7% |
| Admin fee / account holder | $2,688 | $5,282-49.1% | $7,493-64.1% | $6,260-57.1% |