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 | $69,319 | $202,318-65.7% | $172,739-59.9% | $152,861-54.7% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 23.93% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,833 | $5,856-68.7% | $5,143-64.4% | $4,762-61.5% |
| Participant deferral / active EE | $4,372 | $5,948-26.5% | $5,198-15.9% | $5,850-25.3% |
| Admin fee / account holder | $393 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |