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 | $39,194 | $150,440-73.9% | $136,294-71.2% | $147,584-73.4% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 13.96% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,896 | $5,256-63.9% | $4,695-59.6% | $4,876-61.1% |
| Participant deferral / active EE | $6,208 | $6,630-6.4% | $6,247-0.6% | $5,439+14.1% |
| Admin fee / account holder | $302 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |