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 | $61,711 | $203,436-69.7% | $152,466-59.5% | $167,490-63.2% |
| Participation rate | 93.8% | 82.3%+11.4pp | 78.2%+15.6pp | 82.1%+11.6pp |
| Annual return | 14.35% | 13.80%+0.6pp | 757.33%-743.0pp | 478.56%-464.2pp |
| Employer contribution / active EE | $7,261 | $5,220+39.1% | $4,327+67.8% | $4,837+50.1% |
| Participant deferral / active EE | $6,814 | $6,716+1.5% | $5,820+17.1% | $6,341+7.5% |
| Admin fee / account holder | $818 | $22,506-96.4% | $15,805-94.8% | $12,309-93.4% |