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 | $41,131 | $202,318-79.7% | $172,739-76.2% | $152,861-73.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 22.21% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,519 | $5,856-74.1% | $5,143-70.5% | $4,762-68.1% |
| Participant deferral / active EE | $4,162 | $5,948-30.0% | $5,198-19.9% | $5,850-28.9% |
| Admin fee / account holder | $1,288 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |