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 4-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 | $70,779 | $202,432-65.0% | $169,368-58.2% | $139,434-49.2% |
| Participation rate | 70.8% | 81.1%-10.2pp | 77.1%-6.3pp | 80.3%-9.5pp |
| Annual return | 16.88% | 531.74%-514.9pp | 405.60%-388.7pp | 372.94%-356.1pp |
| Employer contribution / active EE | $11,212 | $4,692+138.9% | $4,013+179.4% | $4,751+136.0% |
| Participant deferral / active EE | $8,049 | $6,938+16.0% | $6,221+29.4% | $6,710+20.0% |
| Admin fee / account holder | $46,865 | $10,708+337.7% | $9,003+420.5% | $11,403+311.0% |