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 | $63,098 | $88,751-28.9% | $81,812-22.9% | $145,922-56.8% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 9.98% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,155 | $3,083-30.1% | $2,912-26.0% | $4,660-53.8% |
| Participant deferral / active EE | $2,925 | $4,643-37.0% | $4,319-32.3% | $6,688-56.3% |
| Admin fee / account holder | $1,208 | $8,415-85.6% | $7,386-83.6% | $13,397-91.0% |