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 | $57,810 | $202,318-71.4% | $172,739-66.5% | $152,861-62.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 15.06% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $2,793 | $5,856-52.3% | $5,143-45.7% | $4,762-41.4% |
| Participant deferral / active EE | $4,640 | $5,948-22.0% | $5,198-10.7% | $5,850-20.7% |
| Admin fee / account holder | $70,214 | $17,109+310.4% | $13,954+403.2% | $11,596+505.5% |