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 | $104,409 | $171,865-39.2% | $149,718-30.3% | $147,584-29.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.94% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,526 | $6,275-59.7% | $5,445-53.6% | $4,876-48.2% |
| Participant deferral / active EE | $3,841 | $7,271-47.2% | $6,569-41.5% | $5,439-29.4% |
| Admin fee / account holder | $6,286 | $13,799-54.4% | $11,283-44.3% | $10,885-42.3% |