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 | $47,023 | $171,865-72.6% | $149,718-68.6% | $147,584-68.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 17.64% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $8,397 | $6,275+33.8% | $5,445+54.2% | $4,876+72.2% |
| Participant deferral / active EE | $8,604 | $7,271+18.3% | $6,569+31.0% | $5,439+58.2% |
| Admin fee / account holder | $933 | $13,799-93.2% | $11,283-91.7% | $10,885-91.4% |