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 | $55,787 | $202,318-72.4% | $172,739-67.7% | $152,861-63.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 23.46% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,932 | $5,856-67.0% | $5,143-62.4% | $4,762-59.4% |
| Participant deferral / active EE | $4,328 | $5,948-27.2% | $5,198-16.7% | $5,850-26.0% |
| Admin fee / account holder | $8,682 | $17,109-49.3% | $13,954-37.8% | $11,596-25.1% |