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 | $58,125 | $176,662-67.1% | $130,648-55.5% | $152,861-62.0% |
| Participation rate | 95.8% | 79.0%+16.9pp | 71.7%+24.1pp | 82.4%+13.4pp |
| Annual return | 21.55% | 2692.24%-2670.7pp | 1708.96%-1687.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,358 | $5,742-41.5% | $4,092-17.9% | $4,762-29.5% |
| Participant deferral / active EE | $8,171 | $4,361+87.3% | $3,603+126.8% | $5,850+39.7% |
| Admin fee / account holder | $2,240 | $7,133-68.6% | $5,464-59.0% | $11,596-80.7% |