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 | $52,431 | $99,020-47.1% | $86,590-39.4% | $147,584-64.5% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 14.53% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,020 | $3,132-3.6% | $2,839+6.4% | $4,876-38.1% |
| Participant deferral / active EE | $2,680 | $3,972-32.5% | $3,609-25.7% | $5,439-50.7% |
| Admin fee / account holder | $2,438 | $5,710-57.3% | $4,906-50.3% | $10,885-77.6% |