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 | $34,558 | $160,055-78.4% | $140,016-75.3% | $135,375-74.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 40.54% | 911.38%-870.8pp | 651.12%-610.6pp | 519.73%-479.2pp |
| Employer contribution / active EE | $2,717 | $6,420-57.7% | $5,606-51.5% | $4,779-43.2% |
| Participant deferral / active EE | $4,728 | $7,642-38.1% | $6,927-31.7% | $5,609-15.7% |
| Admin fee / account holder | $3,461 | $13,328-74.0% | $10,705-67.7% | $10,827-68.0% |