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 | $55,735 | $102,604-45.7% | $86,188-35.3% | $139,434-60.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 14.30% | 1922.51%-1908.2pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,649 | $3,032-12.6% | $2,380+11.3% | $4,751-44.2% |
| Participant deferral / active EE | $2,758 | $4,676-41.0% | $3,985-30.8% | $6,710-58.9% |
| Admin fee / account holder | $881 | $8,657-89.8% | $6,852-87.1% | $11,403-92.3% |