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 | $40,517 | $202,318-80.0% | $172,739-76.5% | $152,861-73.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.37% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,646 | $5,856-54.8% | $5,143-48.6% | $4,762-44.4% |
| Participant deferral / active EE | $7,611 | $5,948+28.0% | $5,198+46.4% | $5,850+30.1% |
| Admin fee / account holder | $377 | $17,109-97.8% | $13,954-97.3% | $11,596-96.7% |