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 | $51,770 | $202,318-74.4% | $172,739-70.0% | $152,861-66.1% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 17.96% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,661 | $5,856-54.6% | $5,143-48.3% | $4,762-44.1% |
| Participant deferral / active EE | $3,197 | $5,948-46.2% | $5,198-38.5% | $5,850-45.3% |
| Admin fee / account holder | $3,343 | $17,109-80.5% | $13,954-76.0% | $11,596-71.2% |