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 9-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 | $69,334 | $150,440-53.9% | $136,294-49.1% | $147,584-53.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.03% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,285 | $5,256-37.5% | $4,695-30.0% | $4,876-32.6% |
| Participant deferral / active EE | $4,438 | $6,630-33.1% | $6,247-29.0% | $5,439-18.4% |
| Admin fee / account holder | $583 | $10,905-94.7% | $9,243-93.7% | $10,885-94.6% |