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 | $71,582 | $105,998-32.5% | $92,233-22.4% | $147,584-51.5% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 13.35% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,022 | $4,333-76.4% | $3,679-72.2% | $4,876-79.0% |
| Participant deferral / active EE | $2,503 | $4,478-44.1% | $3,897-35.8% | $5,439-54.0% |
| Admin fee / account holder | $532 | $6,332-91.6% | $5,194-89.8% | $10,885-95.1% |