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 | $68,727 | $109,817-37.4% | $98,442-30.2% | $167,490-59.0% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 22.49% | 1956.69%-1934.2pp | 1492.73%-1470.2pp | 478.56%-456.1pp |
| Employer contribution / active EE | $7,006 | $3,224+117.3% | $2,960+136.7% | $4,837+44.8% |
| Participant deferral / active EE | $6,930 | $4,673+48.3% | $4,276+62.1% | $6,341+9.3% |
| Admin fee / account holder | $6,633 | $6,753-1.8% | $5,949+11.5% | $12,309-46.1% |