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 | $48,238 | $202,318-76.2% | $172,739-72.1% | $152,861-68.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 15.60% | 1029.65%-1014.1pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,171 | $5,856-62.9% | $5,143-57.8% | $4,762-54.4% |
| Participant deferral / active EE | $4,675 | $5,948-21.4% | $5,198-10.0% | $5,850-20.1% |
| Admin fee / account holder | $904 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |