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 | $69,239 | $202,318-65.8% | $172,739-59.9% | $152,861-54.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.09% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,976 | $5,856-66.3% | $5,143-61.6% | $4,762-58.5% |
| Participant deferral / active EE | $6,272 | $5,948+5.4% | $5,198+20.7% | $5,850+7.2% |
| Admin fee / account holder | $332 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |