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 | $41,466 | $88,751-53.3% | $81,812-49.3% | $145,922-71.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 14.61% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $968 | $3,083-68.6% | $2,912-66.8% | $4,660-79.2% |
| Participant deferral / active EE | $1,390 | $4,643-70.1% | $4,319-67.8% | $6,688-79.2% |
| Admin fee / account holder | $2,770 | $8,415-67.1% | $7,386-62.5% | $13,397-79.3% |