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 | $61,977 | $58,927+5.2% | $76,817-19.3% | $72,985-15.1% |
| Participation rate | 89.7% | 67.3%+22.3pp | 72.1%+17.6pp | 69.5%+20.2pp |
| Annual return | 17.39% | 2305.64%-2288.3pp | 1166.11%-1148.7pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,444 | $1,787-19.2% | $2,302-37.3% | $2,440-40.8% |
| Participant deferral / active EE | $2,367 | $2,690-12.0% | $3,336-29.1% | $3,607-34.4% |
| Admin fee / account holder | $10,323 | $4,013+157.2% | $6,420+60.8% | $5,124+101.4% |