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 | $66,129 | $88,751-25.5% | $81,812-19.2% | $145,922-54.7% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 11.54% | 1025.40%-1013.9pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,018 | $3,083-34.5% | $2,912-30.7% | $4,660-56.7% |
| Participant deferral / active EE | $5,696 | $4,643+22.7% | $4,319+31.9% | $6,688-14.8% |
| Admin fee / account holder | $314 | $8,415-96.3% | $7,386-95.8% | $13,397-97.7% |