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 | $65,473 | $70,756-7.5% | $65,4930% | $142,382-54.0% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.1%+4.5pp |
| Annual return | 16.93% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,534 | $2,881+22.7% | $2,574+37.3% | $4,299-17.8% |
| Participant deferral / active EE | $5,003 | $4,637+7.9% | $3,961+26.3% | $6,507-23.1% |
| Admin fee / account holder | $3,099 | $6,559-52.7% | $5,028-38.4% | $12,624-75.4% |