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 | $50,929 | $202,318-74.8% | $172,739-70.5% | $152,861-66.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 24.86% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,361 | $5,856-76.8% | $5,143-73.5% | $4,762-71.4% |
| Participant deferral / active EE | $4,020 | $5,948-32.4% | $5,198-22.7% | $5,850-31.3% |
| Admin fee / account holder | $3,899 | $17,109-77.2% | $13,954-72.1% | $11,596-66.4% |