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 | $40,143 | $171,865-76.6% | $149,718-73.2% | $147,584-72.8% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 15.25% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,159 | $6,275-65.6% | $5,445-60.4% | $4,876-55.7% |
| Participant deferral / active EE | $3,435 | $7,271-52.8% | $6,569-47.7% | $5,439-36.8% |
| Admin fee / account holder | $1,768 | $13,799-87.2% | $11,283-84.3% | $10,885-83.8% |