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 6-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 | $50,472 | $70,587-28.5% | $124,672-59.5% | $85,850-41.2% |
| Participation rate | 72.7% | 64.4%+8.3pp | 74.6%-1.9pp | 69.3%+3.4pp |
| Annual return | 15.14% | 20688.83%-20673.7pp | 5142.93%-5127.8pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,715 | $1,913-10.4% | $3,324-48.4% | $2,565-33.1% |
| Participant deferral / active EE | $3,913 | $2,969+31.8% | $4,614-15.2% | $3,952-1.0% |
| Admin fee / account holder | $1,736 | $5,282-67.1% | $7,493-76.8% | $6,260-72.3% |