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 | $80,909 | $202,318-60.0% | $172,739-53.2% | $152,861-47.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 19.67% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,806 | $5,856-69.2% | $5,143-64.9% | $4,762-62.1% |
| Participant deferral / active EE | $5,559 | $5,948-6.5% | $5,198+7.0% | $5,850-5.0% |
| Admin fee / account holder | $2,770 | $17,109-83.8% | $13,954-80.2% | $11,596-76.1% |