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 | $44,654 | $171,865-74.0% | $149,718-70.2% | $147,584-69.7% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 18.18% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,252 | $6,275-48.2% | $5,445-40.3% | $4,876-33.3% |
| Participant deferral / active EE | $6,233 | $7,271-14.3% | $6,569-5.1% | $5,439+14.6% |
| Admin fee / account holder | $20,829 | $13,799+50.9% | $11,283+84.6% | $10,885+91.4% |