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 | $69,354 | $109,817-36.8% | $98,442-29.5% | $167,490-58.6% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 13.20% | 1956.69%-1943.5pp | 1492.73%-1479.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,216 | $3,224+30.8% | $2,960+42.4% | $4,837-12.8% |
| Participant deferral / active EE | $9,401 | $4,673+101.2% | $4,276+119.8% | $6,341+48.2% |
| Admin fee / account holder | $2,658 | $6,753-60.6% | $5,949-55.3% | $12,309-78.4% |