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 | $62,254 | $150,440-58.6% | $136,294-54.3% | $147,584-57.8% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 22.41% | 1049.08%-1026.7pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,316 | $5,256-55.9% | $4,695-50.7% | $4,876-52.5% |
| Participant deferral / active EE | $4,420 | $6,630-33.3% | $6,247-29.2% | $5,439-18.7% |
| Admin fee / account holder | $839 | $10,905-92.3% | $9,243-90.9% | $10,885-92.3% |