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 | $52,164 | $202,318-74.2% | $172,739-69.8% | $152,861-65.9% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 16.09% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,570 | $5,856-56.1% | $5,143-50.0% | $4,762-46.0% |
| Participant deferral / active EE | $5,474 | $5,948-8.0% | $5,198+5.3% | $5,850-6.4% |
| Admin fee / account holder | $9,673 | $17,109-43.5% | $13,954-30.7% | $11,596-16.6% |