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 | $72,886 | $102,604-29.0% | $86,188-15.4% | $139,434-47.7% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 10.15% | 1922.51%-1912.4pp | 1168.45%-1158.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $6,275 | $3,032+106.9% | $2,380+163.6% | $4,751+32.1% |
| Participant deferral / active EE | $2,566 | $4,676-45.1% | $3,985-35.6% | $6,710-61.8% |
| Admin fee / account holder | $39,151 | $8,657+352.3% | $6,852+471.4% | $11,403+243.4% |