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 | $58,672 | $209,832-72.0% | $189,513-69.0% | $167,490-65.0% |
| Participation rate | 78.6% | 88.7%-10.1pp | 87.8%-9.2pp | 82.1%-3.5pp |
| Annual return | 14.44% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,463 | $6,914-64.4% | $6,162-60.0% | $4,837-49.1% |
| Participant deferral / active EE | $4,689 | $8,935-47.5% | $8,221-43.0% | $6,341-26.1% |
| Admin fee / account holder | $1,152 | $14,293-91.9% | $12,045-90.4% | $12,309-90.6% |