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 | $49,619 | $100,852-50.8% | $90,404-45.1% | $158,922-68.8% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 9.83% | 1724.20%-1714.4pp | 1293.02%-1283.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $283 | $3,689-92.3% | $3,262-91.3% | $4,761-94.1% |
| Participant deferral / active EE | $1,130 | $4,348-74.0% | $3,963-71.5% | $5,982-81.1% |
| Admin fee / account holder | $440 | $6,501-93.2% | $5,611-92.2% | $11,246-96.1% |