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 | $65,537 | $100,852-35.0% | $90,404-27.5% | $158,922-58.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 12.99% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,648 | $3,689-28.2% | $3,262-18.8% | $4,761-44.4% |
| Participant deferral / active EE | $7,575 | $4,348+74.2% | $3,963+91.1% | $5,982+26.6% |
| Admin fee / account holder | $1,370 | $6,501-78.9% | $5,611-75.6% | $11,246-87.8% |