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 | $69,512 | $100,852-31.1% | $90,404-23.1% | $158,922-56.3% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 15.99% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,822 | $3,689-50.6% | $3,262-44.2% | $4,761-61.7% |
| Participant deferral / active EE | $6,143 | $4,348+41.3% | $3,963+55.0% | $5,982+2.7% |
| Admin fee / account holder | $2,627 | $6,501-59.6% | $5,611-53.2% | $11,246-76.6% |