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 4-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 | $56,154 | $210,648-73.3% | $177,989-68.5% | $145,922-61.5% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 8.30% | 385.86%-377.6pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,083 | $4,565-76.3% | $3,949-72.6% | $4,660-76.8% |
| Participant deferral / active EE | $10,856 | $6,958+56.0% | $6,276+73.0% | $6,688+62.3% |
| Admin fee / account holder | $1,636 | $12,013-86.4% | $10,363-84.2% | $13,397-87.8% |