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 | $79,676 | $202,318-60.6% | $172,739-53.9% | $152,861-47.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.45% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,679 | $5,948+12.3% | $5,198+28.5% | $5,850+14.2% |
| Admin fee / account holder | $425 | $17,109-97.5% | $13,954-97.0% | $11,596-96.3% |