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 | $118,223 | $171,865-31.2% | $149,718-21.0% | $147,584-19.9% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 13.83% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,390 | $6,275-77.9% | $5,445-74.5% | $4,876-71.5% |
| Participant deferral / active EE | $3,102 | $7,271-57.3% | $6,569-52.8% | $5,439-43.0% |
| Admin fee / account holder | $10,628 | $13,799-23.0% | $11,283-5.8% | $10,885-2.4% |