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 | $37,542 | $171,865-78.2% | $149,718-74.9% | $147,584-74.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 16.59% | 2113.22%-2096.6pp | 1501.63%-1485.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,616 | $6,275-74.2% | $5,445-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $6,209 | $7,271-14.6% | $6,569-5.5% | $5,439+14.2% |
| Admin fee / account holder | $2,903 | $13,799-79.0% | $11,283-74.3% | $10,885-73.3% |