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 | $37,869 | $150,440-74.8% | $136,294-72.2% | $147,584-74.3% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 16.28% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,241 | $5,256-57.4% | $4,695-52.3% | $4,876-54.0% |
| Participant deferral / active EE | $6,237 | $6,630-5.9% | $6,247-0.2% | $5,439+14.7% |
| Admin fee / account holder | $2,218 | $10,905-79.7% | $9,243-76.0% | $10,885-79.6% |