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 | $56,705 | $109,817-48.4% | $98,442-42.4% | $167,490-66.1% |
| Participation rate | 73.9% | 75.8%-1.9pp | 73.3%+0.6pp | 82.1%-8.2pp |
| Annual return | 49.54% | 1956.69%-1907.2pp | 1492.73%-1443.2pp | 478.56%-429.0pp |
| Employer contribution / active EE | $1,611 | $3,224-50.0% | $2,960-45.6% | $4,837-66.7% |
| Participant deferral / active EE | $3,010 | $4,673-35.6% | $4,276-29.6% | $6,341-52.5% |
| Admin fee / account holder | $1,809 | $6,753-73.2% | $5,949-69.6% | $12,309-85.3% |