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 | $56,792 | $99,020-42.6% | $86,590-34.4% | $147,584-61.5% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 14.58% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $4,108 | $3,132+31.2% | $2,839+44.7% | $4,876-15.7% |
| Participant deferral / active EE | $2,479 | $3,972-37.6% | $3,609-31.3% | $5,439-54.4% |
| Admin fee / account holder | $705 | $5,710-87.6% | $4,906-85.6% | $10,885-93.5% |