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 | $39,505 | $202,318-80.5% | $172,739-77.1% | $152,861-74.2% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.4%-10.2pp |
| Annual return | 16.55% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $4,354 | $5,856-25.6% | $5,143-15.3% | $4,762-8.6% |
| Participant deferral / active EE | $5,342 | $5,948-10.2% | $5,198+2.8% | $5,850-8.7% |
| Admin fee / account holder | $334 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |