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 | $60,668 | $58,927+3.0% | $76,817-21.0% | $72,985-16.9% |
| Participation rate | 71.0% | 67.3%+3.6pp | 72.1%-1.1pp | 69.5%+1.5pp |
| Annual return | 20.16% | 2305.64%-2285.5pp | 1166.11%-1145.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $804 | $1,787-55.0% | $2,302-65.1% | $2,440-67.0% |
| Participant deferral / active EE | $2,220 | $2,690-17.5% | $3,336-33.4% | $3,607-38.4% |
| Admin fee / account holder | $11,217 | $4,013+179.5% | $6,420+74.7% | $5,124+118.9% |