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 | $63,427 | $109,817-42.2% | $98,442-35.6% | $167,490-62.1% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 12.16% | 1956.69%-1944.5pp | 1492.73%-1480.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,528 | $3,224+9.4% | $2,960+19.2% | $4,837-27.1% |
| Participant deferral / active EE | $5,982 | $4,673+28.0% | $4,276+39.9% | $6,341-5.7% |
| Admin fee / account holder | $391 | $6,753-94.2% | $5,949-93.4% | $12,309-96.8% |