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 | $87,539 | $202,318-56.7% | $172,739-49.3% | $152,861-42.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 26.79% | 1029.65%-1002.9pp | 802.84%-776.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,565 | $5,856-56.2% | $5,143-50.1% | $4,762-46.1% |
| Participant deferral / active EE | $5,855 | $5,948-1.6% | $5,198+12.7% | $5,850+0.1% |
| Admin fee / account holder | $573 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |