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 8-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 | $56,674 | $202,318-72.0% | $172,739-67.2% | $152,861-62.9% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 23.76% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,282 | $5,856-61.0% | $5,143-55.6% | $4,762-52.1% |
| Participant deferral / active EE | $4,814 | $5,948-19.1% | $5,198-7.4% | $5,850-17.7% |
| Admin fee / account holder | $719 | $17,109-95.8% | $13,954-94.8% | $11,596-93.8% |