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 | $57,666 | $90,600-36.4% | $79,464-27.4% | $135,375-57.4% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | 4.96% | 977.43%-972.5pp | 718.14%-713.2pp | 519.73%-514.8pp |
| Employer contribution / active EE | $1,628 | $3,068-46.9% | $2,800-41.8% | $4,779-65.9% |
| Participant deferral / active EE | $2,700 | $4,050-33.3% | $3,704-27.1% | $5,609-51.9% |
| Admin fee / account holder | $1,467 | $5,907-75.2% | $5,113-71.3% | $10,827-86.4% |