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 | $63,845 | $202,318-68.4% | $172,739-63.0% | $152,861-58.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 24.49% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,480 | $5,856-74.7% | $5,143-71.2% | $4,762-68.9% |
| Participant deferral / active EE | $4,043 | $5,948-32.0% | $5,198-22.2% | $5,850-30.9% |
| Admin fee / account holder | $2,964 | $17,109-82.7% | $13,954-78.8% | $11,596-74.4% |