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 | $47,133 | $150,440-68.7% | $136,294-65.4% | $147,584-68.1% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 14.00% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,978 | $5,256-24.3% | $4,695-15.3% | $4,876-18.4% |
| Participant deferral / active EE | $4,420 | $6,630-33.3% | $6,247-29.3% | $5,439-18.7% |
| Admin fee / account holder | $5,514 | $10,905-49.4% | $9,243-40.3% | $10,885-49.3% |