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 | $53,249 | $65,561-18.8% | $86,188-38.2% | $75,163-29.2% |
| Participation rate | 70.0% | 60.5%+9.5pp | 69.0%+1.0pp | 67.2%+2.8pp |
| Annual return | 18.74% | 46.05%-27.3pp | 1168.45%-1149.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,258 | $1,553+45.4% | $2,380-5.1% | $2,670-15.4% |
| Participant deferral / active EE | $4,412 | $3,024+45.9% | $3,985+10.7% | $4,125+7.0% |
| Admin fee / account holder | $992 | $5,474-81.9% | $6,852-85.5% | $5,651-82.4% |