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 | $66,843 | $99,020-32.5% | $86,590-22.8% | $147,584-54.7% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 15.07% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,014 | $3,132-3.8% | $2,839+6.2% | $4,876-38.2% |
| Participant deferral / active EE | $4,968 | $3,972+25.1% | $3,609+37.7% | $5,439-8.7% |
| Admin fee / account holder | $4,154 | $5,710-27.3% | $4,906-15.3% | $10,885-61.8% |