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 | $62,415 | $70,756-11.8% | $65,493-4.7% | $142,382-56.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 14.15% | 1754.89%-1740.7pp | 982.45%-968.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,523 | $2,881-12.4% | $2,574-2.0% | $4,299-41.3% |
| Participant deferral / active EE | $2,574 | $4,637-44.5% | $3,961-35.0% | $6,507-60.4% |
| Admin fee / account holder | $937 | $6,559-85.7% | $5,028-81.4% | $12,624-92.6% |