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 | $56,073 | $72,400-22.6% | $67,502-16.9% | $145,922-61.6% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 15.24% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,227 | $3,069+5.1% | $2,731+18.2% | $4,660-30.7% |
| Participant deferral / active EE | $4,568 | $4,783-4.5% | $4,000+14.2% | $6,688-31.7% |
| Admin fee / account holder | $434 | $5,539-92.2% | $3,998-89.1% | $13,397-96.8% |