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 | $74,795 | $99,020-24.5% | $86,590-13.6% | $147,584-49.3% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 16.68% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,584 | $3,132-49.4% | $2,839-44.2% | $4,876-67.5% |
| Participant deferral / active EE | $2,440 | $3,972-38.6% | $3,609-32.4% | $5,439-55.1% |
| Admin fee / account holder | $5,727 | $5,710+0.3% | $4,906+16.7% | $10,885-47.4% |