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 | $59,812 | $99,020-39.6% | $86,590-30.9% | $147,584-59.5% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 18.60% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,662 | $3,132+16.9% | $2,839+29.0% | $4,876-24.9% |
| Participant deferral / active EE | $5,550 | $3,972+39.7% | $3,609+53.8% | $5,439+2.1% |
| Admin fee / account holder | $809 | $5,710-85.8% | $4,906-83.5% | $10,885-92.6% |