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 | $76,768 | $100,852-23.9% | $90,404-15.1% | $158,922-51.7% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 15.88% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,728 | $3,689-26.1% | $3,262-16.4% | $4,761-42.7% |
| Participant deferral / active EE | $6,624 | $4,348+52.4% | $3,963+67.1% | $5,982+10.7% |
| Admin fee / account holder | $2,882 | $6,501-55.7% | $5,611-48.6% | $11,246-74.4% |