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 | $61,444 | $102,604-40.1% | $86,188-28.7% | $139,434-55.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 9.55% | 1922.51%-1913.0pp | 1168.45%-1158.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,273 | $3,032-25.0% | $2,380-4.5% | $4,751-52.2% |
| Participant deferral / active EE | $4,123 | $4,676-11.8% | $3,985+3.5% | $6,710-38.6% |
| Admin fee / account holder | $96,683 | $8,657+1016.9% | $6,852+1311.1% | $11,403+747.9% |