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 | $54,861 | $159,901-65.7% | $146,958-62.7% | $145,922-62.4% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.4pp |
| Annual return | 13.64% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,531 | $5,286-71.0% | $4,933-69.0% | $4,660-67.2% |
| Participant deferral / active EE | $4,398 | $8,428-47.8% | $8,070-45.5% | $6,688-34.2% |
| Admin fee / account holder | $1,253 | $15,044-91.7% | $12,998-90.4% | $13,397-90.6% |