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 | $53,097 | $202,318-73.8% | $172,739-69.3% | $152,861-65.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 14.77% | 1029.65%-1014.9pp | 802.84%-788.1pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,769 | $5,856-69.8% | $5,143-65.6% | $4,762-62.9% |
| Participant deferral / active EE | $8,972 | $5,948+50.8% | $5,198+72.6% | $5,850+53.4% |
| Admin fee / account holder | $274,284 | $17,109+1503.2% | $13,954+1865.6% | $11,596+2265.2% |