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 | $71,382 | $202,318-64.7% | $172,739-58.7% | $152,861-53.3% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 19.15% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,472 | $5,856-57.8% | $5,143-51.9% | $4,762-48.1% |
| Participant deferral / active EE | $3,675 | $5,948-38.2% | $5,198-29.3% | $5,850-37.2% |
| Admin fee / account holder | $10,890 | $17,109-36.3% | $13,954-22.0% | $11,596-6.1% |