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 | $56,116 | $99,020-43.3% | $86,590-35.2% | $147,584-62.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.04% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,874 | $3,132-40.2% | $2,839-34.0% | $4,876-61.6% |
| Participant deferral / active EE | $3,669 | $3,972-7.6% | $3,609+1.7% | $5,439-32.5% |
| Admin fee / account holder | $660 | $5,710-88.4% | $4,906-86.5% | $10,885-93.9% |