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 | $64,308 | $171,865-62.6% | $149,718-57.0% | $147,584-56.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 15.22% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,903 | $6,275-53.7% | $5,445-46.7% | $4,876-40.5% |
| Participant deferral / active EE | $5,416 | $7,271-25.5% | $6,569-17.5% | $5,439-0.4% |
| Admin fee / account holder | $13,918 | $13,799+0.9% | $11,283+23.4% | $10,885+27.9% |