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 | $79,397 | $99,020-19.8% | $86,590-8.3% | $147,584-46.2% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 10.61% | 1312.34%-1301.7pp | 964.84%-954.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $5,333 | $3,132+70.3% | $2,839+87.8% | $4,876+9.4% |
| Participant deferral / active EE | $5,222 | $3,972+31.5% | $3,609+44.7% | $5,439-4.0% |
| Admin fee / account holder | $1,192 | $5,710-79.1% | $4,906-75.7% | $10,885-89.1% |