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 | $40,731 | $202,318-79.9% | $172,739-76.4% | $152,861-73.4% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 15.59% | 1029.65%-1014.1pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $5,242 | $5,856-10.5% | $5,143+1.9% | $4,762+10.1% |
| Participant deferral / active EE | $2,301 | $5,948-61.3% | $5,198-55.7% | $5,850-60.7% |
| Admin fee / account holder | $44,911 | $17,109+162.5% | $13,954+221.8% | $11,596+287.3% |