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 | $73,981 | $202,318-63.4% | $172,739-57.2% | $152,861-51.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 45.18% | 1029.65%-984.5pp | 802.84%-757.7pp | 345.32%-300.1pp |
| Employer contribution / active EE | $1,520 | $5,856-74.0% | $5,143-70.4% | $4,762-68.1% |
| Participant deferral / active EE | $4,042 | $5,948-32.1% | $5,198-22.2% | $5,850-30.9% |
| Admin fee / account holder | $767 | $17,109-95.5% | $13,954-94.5% | $11,596-93.4% |