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 | $63,630 | $171,865-63.0% | $149,718-57.5% | $147,584-56.9% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 13.82% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,714 | $6,275-56.7% | $5,445-50.1% | $4,876-44.3% |
| Participant deferral / active EE | $4,611 | $7,271-36.6% | $6,569-29.8% | $5,439-15.2% |
| Admin fee / account holder | $610 | $13,799-95.6% | $11,283-94.6% | $10,885-94.4% |