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 | $45,328 | $88,751-48.9% | $81,812-44.6% | $145,922-68.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.05% | 1025.40%-1013.4pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,670 | $3,083+19.0% | $2,912+26.0% | $4,660-21.2% |
| Participant deferral / active EE | $4,028 | $4,643-13.3% | $4,319-6.7% | $6,688-39.8% |
| Admin fee / account holder | $678 | $8,415-91.9% | $7,386-90.8% | $13,397-94.9% |