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 | $64,347 | $183,963-65.0% | $162,163-60.3% | $152,861-57.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 18.68% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,389 | $6,371-78.2% | $5,614-75.3% | $4,762-70.8% |
| Participant deferral / active EE | $5,571 | $8,034-30.7% | $7,298-23.7% | $5,850-4.8% |
| Admin fee / account holder | $336 | $13,121-97.4% | $10,843-96.9% | $11,596-97.1% |