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 | $58,824 | $209,411-71.9% | $178,490-67.0% | $158,922-63.0% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 30.35% | 188.75%-158.4pp | 151.07%-120.7pp | 302.83%-272.5pp |
| Employer contribution / active EE | $1,916 | $5,706-66.4% | $5,011-61.8% | $4,761-59.8% |
| Participant deferral / active EE | $5,104 | $5,954-14.3% | $5,202-1.9% | $5,982-14.7% |
| Admin fee / account holder | $887 | $17,074-94.8% | $13,984-93.7% | $11,246-92.1% |