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 | $73,580 | $88,751-17.1% | $81,812-10.1% | $145,922-49.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 13.28% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,632 | $3,083-47.1% | $2,912-44.0% | $4,660-65.0% |
| Participant deferral / active EE | $1,852 | $4,643-60.1% | $4,319-57.1% | $6,688-72.3% |
| Admin fee / account holder | $1,827 | $8,415-78.3% | $7,386-75.3% | $13,397-86.4% |