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 | $68,617 | $100,852-32.0% | $90,404-24.1% | $158,922-56.8% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 12.65% | 1724.20%-1711.6pp | 1293.02%-1280.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,079 | $3,689+10.6% | $3,262+25.1% | $4,761-14.3% |
| Participant deferral / active EE | $8,146 | $4,348+87.4% | $3,963+105.5% | $5,982+36.2% |
| Admin fee / account holder | $22,613 | $6,501+247.8% | $5,611+303.0% | $11,246+101.1% |