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 | $62,818 | $58,927+6.6% | $76,817-18.2% | $72,985-13.9% |
| Participation rate | 84.6% | 67.3%+17.3pp | 72.1%+12.5pp | 69.5%+15.1pp |
| Annual return | 24.27% | 2305.64%-2281.4pp | 1166.11%-1141.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,787 | $1,7870% | $2,302-22.4% | $2,440-26.7% |
| Participant deferral / active EE | $2,914 | $2,690+8.3% | $3,336-12.7% | $3,607-19.2% |
| Admin fee / account holder | $6,160 | $4,013+53.5% | $6,420-4.0% | $5,124+20.2% |