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 7-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 | $58,313 | $202,318-71.2% | $172,739-66.2% | $152,861-61.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.11% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,471 | $5,856-74.9% | $5,143-71.4% | $4,762-69.1% |
| Participant deferral / active EE | $8,363 | $5,948+40.6% | $5,198+60.9% | $5,850+43.0% |
| Admin fee / account holder | $57,113 | $17,109+233.8% | $13,954+309.3% | $11,596+392.5% |