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 | $63,230 | $96,305-34.3% | $80,569-21.5% | $139,434-54.7% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 26.61% | 1350.08%-1323.5pp | 935.43%-908.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,304 | $3,262-29.4% | $2,723-15.4% | $4,751-51.5% |
| Participant deferral / active EE | $2,310 | $5,232-55.8% | $4,447-48.1% | $6,710-65.6% |
| Admin fee / account holder | $1,554 | $6,599-76.5% | $5,377-71.1% | $11,403-86.4% |