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 | $47,859 | $202,318-76.3% | $172,739-72.3% | $152,861-68.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 22.19% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,565 | $5,856-73.3% | $5,143-69.6% | $4,762-67.1% |
| Participant deferral / active EE | $3,202 | $5,948-46.2% | $5,198-38.4% | $5,850-45.3% |
| Admin fee / account holder | $720 | $17,109-95.8% | $13,954-94.8% | $11,596-93.8% |