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 8-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 | $52,097 | $88,751-41.3% | $81,812-36.3% | $145,922-64.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 11.52% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,537 | $3,083-50.2% | $2,912-47.2% | $4,660-67.0% |
| Participant deferral / active EE | $2,616 | $4,643-43.7% | $4,319-39.4% | $6,688-60.9% |
| Admin fee / account holder | $6,239 | $8,415-25.9% | $7,386-15.5% | $13,397-53.4% |