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 | $64,606 | $109,327-40.9% | $89,391-27.7% | $158,922-59.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 14.24% | 345.68%-331.4pp | 245.62%-231.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $5,423 | $3,170+71.1% | $2,586+109.8% | $4,761+13.9% |
| Participant deferral / active EE | $2,806 | $4,598-39.0% | $3,890-27.9% | $5,982-53.1% |
| Admin fee / account holder | $469 | $6,153-92.4% | $4,881-90.4% | $11,246-95.8% |