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 | $56,187 | $114,047-50.7% | $96,139-41.6% | $167,490-66.5% |
| Participation rate | 76.2% | 75.1%+1.1pp | 68.4%+7.7pp | 82.1%-5.9pp |
| Annual return | 12.58% | 189.88%-177.3pp | 191.94%-179.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,106 | $3,427-67.7% | $2,797-60.5% | $4,837-77.1% |
| Participant deferral / active EE | $2,933 | $5,194-43.5% | $4,349-32.6% | $6,341-53.7% |
| Admin fee / account holder | $1,047 | $6,897-84.8% | $5,537-81.1% | $12,309-91.5% |