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 | $66,869 | $101,317-34.0% | $146,958-54.5% | $74,495-10.2% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.2%+1.2pp | 67.2%+16.1pp |
| Annual return | 17.19% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $4,002 | $3,810+5.0% | $4,933-18.9% | $2,623+52.6% |
| Participant deferral / active EE | $7,906 | $7,303+8.3% | $8,070-2.0% | $4,346+81.9% |
| Admin fee / account holder | $4,187 | $1,739+140.8% | $12,998-67.8% | $1,942+115.6% |