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 | $54,143 | $183,963-70.6% | $162,163-66.6% | $152,861-64.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 26.91% | 150.76%-123.8pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,496 | $6,371-76.5% | $5,614-73.3% | $4,762-68.6% |
| Participant deferral / active EE | $8,000 | $8,034-0.4% | $7,298+9.6% | $5,850+36.7% |
| Admin fee / account holder | $420 | $13,121-96.8% | $10,843-96.1% | $11,596-96.4% |