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 | $63,464 | $150,440-57.8% | $136,294-53.4% | $147,584-57.0% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 17.03% | 1049.08%-1032.0pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,866 | $5,256-64.5% | $4,695-60.3% | $4,876-61.7% |
| Participant deferral / active EE | $2,810 | $6,630-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $816 | $10,905-92.5% | $9,243-91.2% | $10,885-92.5% |