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 | $60,075 | $171,865-65.0% | $149,718-59.9% | $147,584-59.3% |
| Participation rate | 76.2% | 88.2%-12.0pp | 87.1%-10.9pp | 82.8%-6.6pp |
| Annual return | 11.01% | 2113.22%-2102.2pp | 1501.63%-1490.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,826 | $6,275-55.0% | $5,445-48.1% | $4,876-42.0% |
| Participant deferral / active EE | $6,487 | $7,271-10.8% | $6,569-1.2% | $5,439+19.3% |
| Admin fee / account holder | $6,323 | $13,799-54.2% | $11,283-44.0% | $10,885-41.9% |