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 | $52,055 | $202,318-74.3% | $172,739-69.9% | $152,861-65.9% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 19.13% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,105 | $5,856-47.0% | $5,143-39.6% | $4,762-34.8% |
| Participant deferral / active EE | $3,614 | $5,948-39.2% | $5,198-30.5% | $5,850-38.2% |
| Admin fee / account holder | $2,326 | $17,109-86.4% | $13,954-83.3% | $11,596-79.9% |