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 | $65,409 | $70,606-7.4% | $53,898+21.4% | $142,382-54.1% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 17.06% | 619.81%-602.8pp | 528.60%-511.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $973 | $1,202-19.1% | $932+4.4% | $4,299-77.4% |
| Participant deferral / active EE | $5,620 | $2,364+137.7% | $1,826+207.7% | $6,507-13.6% |
| Admin fee / account holder | $1,672 | $2,852-41.4% | $2,491-32.9% | $12,624-86.8% |