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 | $59,066 | $104,907-43.7% | $84,611-30.2% | $152,861-61.4% |
| Participation rate | 78.6% | 74.8%+3.8pp | 68.2%+10.3pp | 82.4%-3.9pp |
| Annual return | 21.74% | 373.79%-352.0pp | 258.74%-237.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,089 | $3,302-36.7% | $2,652-21.2% | $4,762-56.1% |
| Participant deferral / active EE | $5,418 | $4,688+15.6% | $3,899+39.0% | $5,850-7.4% |
| Admin fee / account holder | $3,777 | $6,241-39.5% | $4,912-23.1% | $11,596-67.4% |