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 | $56,558 | $171,865-67.1% | $149,718-62.2% | $147,584-61.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 10.24% | 2113.22%-2103.0pp | 1501.63%-1491.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,586 | $6,275-42.8% | $5,445-34.1% | $4,876-26.5% |
| Participant deferral / active EE | $5,711 | $7,271-21.4% | $6,569-13.1% | $5,439+5.0% |
| Admin fee / account holder | $4,935 | $13,799-64.2% | $11,283-56.3% | $10,885-54.7% |