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 | $67,728 | $100,852-32.8% | $90,404-25.1% | $158,922-57.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 8.56% | 1724.20%-1715.6pp | 1293.02%-1284.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,456 | $3,689-60.5% | $3,262-55.4% | $4,761-69.4% |
| Participant deferral / active EE | $5,065 | $4,348+16.5% | $3,963+27.8% | $5,982-15.3% |
| Admin fee / account holder | $51,924 | $6,501+698.7% | $5,611+825.4% | $11,246+361.7% |