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 | $57,746 | $99,020-41.7% | $86,590-33.3% | $147,584-60.9% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 18.11% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,865 | $3,132-40.4% | $2,839-34.3% | $4,876-61.8% |
| Participant deferral / active EE | $4,211 | $3,972+6.0% | $3,609+16.7% | $5,439-22.6% |
| Admin fee / account holder | $748 | $5,710-86.9% | $4,906-84.8% | $10,885-93.1% |