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 | $56,842 | $101,317-43.9% | $146,958-61.3% | $74,495-23.7% |
| Participation rate | 72.0% | 75.5%-3.6pp | 82.2%-10.2pp | 67.2%+4.8pp |
| Annual return | 22.75% | 8730.91%-8708.2pp | 418.34%-395.6pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $3,913 | $3,810+2.7% | $4,933-20.7% | $2,623+49.2% |
| Participant deferral / active EE | $9,045 | $7,303+23.8% | $8,070+12.1% | $4,346+108.1% |
| Admin fee / account holder | $2,549 | $1,739+46.6% | $12,998-80.4% | $1,942+31.3% |