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 | $62,340 | $100,852-38.2% | $90,404-31.0% | $158,922-60.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 18.89% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,298 | $3,689-10.6% | $3,262+1.1% | $4,761-30.7% |
| Participant deferral / active EE | $2,523 | $4,348-42.0% | $3,963-36.3% | $5,982-57.8% |
| Admin fee / account holder | $624 | $6,501-90.4% | $5,611-88.9% | $11,246-94.5% |