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 | $64,241 | $156,846-59.0% | $121,098-47.0% | $139,434-53.9% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 16.77% | 1474.56%-1457.8pp | 985.75%-969.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,896 | $5,536-47.7% | $4,164-30.4% | $4,751-39.0% |
| Participant deferral / active EE | $2,280 | $4,844-52.9% | $4,080-44.1% | $6,710-66.0% |
| Admin fee / account holder | $1,562 | $6,946-77.5% | $5,644-72.3% | $11,403-86.3% |