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 | $58,573 | $171,865-65.9% | $149,718-60.9% | $147,584-60.3% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 10.92% | 2113.22%-2102.3pp | 1501.63%-1490.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,902 | $6,275-53.8% | $5,445-46.7% | $4,876-40.5% |
| Participant deferral / active EE | $2,936 | $7,271-59.6% | $6,569-55.3% | $5,439-46.0% |
| Admin fee / account holder | $17,540 | $13,799+27.1% | $11,283+55.5% | $10,885+61.1% |