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 | $52,325 | $209,832-75.1% | $189,513-72.4% | $167,490-68.8% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 25.86% | 748.27%-722.4pp | 555.15%-529.3pp | 478.56%-452.7pp |
| Employer contribution / active EE | $2,449 | $6,914-64.6% | $6,162-60.3% | $4,837-49.4% |
| Participant deferral / active EE | $4,806 | $8,935-46.2% | $8,221-41.5% | $6,341-24.2% |
| Admin fee / account holder | $1,607 | $14,293-88.8% | $12,045-86.7% | $12,309-86.9% |