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 | $59,093 | $99,020-40.3% | $86,590-31.8% | $147,584-60.0% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 13.68% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,201 | $3,132-29.7% | $2,839-22.5% | $4,876-54.9% |
| Participant deferral / active EE | $3,559 | $3,972-10.4% | $3,609-1.4% | $5,439-34.6% |
| Admin fee / account holder | $2,330 | $5,710-59.2% | $4,906-52.5% | $10,885-78.6% |