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 | $54,583 | $96,305-43.3% | $80,569-32.3% | $139,434-60.9% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 17.10% | 1350.08%-1333.0pp | 935.43%-918.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,980 | $3,262-39.3% | $2,723-27.3% | $4,751-58.3% |
| Participant deferral / active EE | $2,277 | $5,232-56.5% | $4,447-48.8% | $6,710-66.1% |
| Admin fee / account holder | $4,532 | $6,599-31.3% | $5,377-15.7% | $11,403-60.3% |