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 | $55,828 | $109,817-49.2% | $98,442-43.3% | $167,490-66.7% |
| Participation rate | 95.2% | 75.8%+19.4pp | 73.3%+21.9pp | 82.1%+13.1pp |
| Annual return | 23.79% | 1956.69%-1932.9pp | 1492.73%-1468.9pp | 478.56%-454.8pp |
| Employer contribution / active EE | $2,381 | $3,224-26.1% | $2,960-19.6% | $4,837-50.8% |
| Participant deferral / active EE | $2,454 | $4,673-47.5% | $4,276-42.6% | $6,341-61.3% |
| Admin fee / account holder | $686 | $6,753-89.8% | $5,949-88.5% | $12,309-94.4% |