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 | $61,973 | $202,318-69.4% | $172,739-64.1% | $152,861-59.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 17.28% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,601 | $5,856-72.7% | $5,143-68.9% | $4,762-66.4% |
| Participant deferral / active EE | $2,202 | $5,948-63.0% | $5,198-57.6% | $5,850-62.4% |
| Admin fee / account holder | $783 | $17,109-95.4% | $13,954-94.4% | $11,596-93.2% |