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 | $40,080 | $209,411-80.9% | $178,490-77.5% | $158,922-74.8% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 57.88% | 188.75%-130.9pp | 151.07%-93.2pp | 302.83%-244.9pp |
| Employer contribution / active EE | $1,830 | $5,706-67.9% | $5,011-63.5% | $4,761-61.6% |
| Participant deferral / active EE | $2,717 | $5,954-54.4% | $5,202-47.8% | $5,982-54.6% |
| Admin fee / account holder | $404 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |