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 | $39,984 | $202,318-80.2% | $172,739-76.9% | $152,861-73.8% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 17.88% | 1029.65%-1011.8pp | 802.84%-785.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,906 | $5,856-67.4% | $5,143-62.9% | $4,762-60.0% |
| Participant deferral / active EE | $7,136 | $5,948+20.0% | $5,198+37.3% | $5,850+22.0% |
| Admin fee / account holder | $24,334 | $17,109+42.2% | $13,954+74.4% | $11,596+109.8% |