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 | $50,816 | $100,852-49.6% | $90,404-43.8% | $158,922-68.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 14.46% | 1724.20%-1709.7pp | 1293.02%-1278.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,923 | $3,689-47.9% | $3,262-41.0% | $4,761-59.6% |
| Participant deferral / active EE | $1,768 | $4,348-59.3% | $3,963-55.4% | $5,982-70.4% |
| Admin fee / account holder | $678 | $6,501-89.6% | $5,611-87.9% | $11,246-94.0% |