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 | $41,892 | $171,865-75.6% | $149,718-72.0% | $147,584-71.6% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 15.78% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,971 | $6,275-52.7% | $5,445-45.4% | $4,876-39.1% |
| Participant deferral / active EE | $11,209 | $7,271+54.2% | $6,569+70.6% | $5,439+106.1% |
| Admin fee / account holder | $9,471 | $13,799-31.4% | $11,283-16.1% | $10,885-13.0% |