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 | $61,940 | $88,751-30.2% | $81,812-24.3% | $145,922-57.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 21.96% | 1025.40%-1003.4pp | 773.79%-751.8pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,737 | $3,083-11.2% | $2,912-6.0% | $4,660-41.3% |
| Participant deferral / active EE | $6,864 | $4,643+47.8% | $4,319+58.9% | $6,688+2.6% |
| Admin fee / account holder | $427 | $8,415-94.9% | $7,386-94.2% | $13,397-96.8% |