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 | $42,170 | $58,927-28.4% | $76,817-45.1% | $72,985-42.2% |
| Participation rate | 94.4% | 67.3%+27.1pp | 72.1%+22.4pp | 69.5%+25.0pp |
| Annual return | 24.25% | 2305.64%-2281.4pp | 1166.11%-1141.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,824 | $1,787+2.1% | $2,302-20.8% | $2,440-25.3% |
| Participant deferral / active EE | $3,492 | $2,690+29.8% | $3,336+4.7% | $3,607-3.2% |
| Admin fee / account holder | $1,778 | $4,013-55.7% | $6,420-72.3% | $5,124-65.3% |