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 | $61,366 | $100,852-39.2% | $90,404-32.1% | $158,922-61.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 14.24% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,220 | $3,689-39.8% | $3,262-31.9% | $4,761-53.4% |
| Participant deferral / active EE | $5,027 | $4,348+15.6% | $3,963+26.8% | $5,982-16.0% |
| Admin fee / account holder | $5,337 | $6,501-17.9% | $5,611-4.9% | $11,246-52.5% |