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 | $27,117 | $150,440-82.0% | $136,294-80.1% | $147,584-81.6% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 40.50% | 1049.08%-1008.6pp | 5155.94%-5115.4pp | 578.55%-538.1pp |
| Employer contribution / active EE | $1,728 | $5,256-67.1% | $4,695-63.2% | $4,876-64.6% |
| Participant deferral / active EE | $3,903 | $6,630-41.1% | $6,247-37.5% | $5,439-28.2% |
| Admin fee / account holder | $566 | $10,905-94.8% | $9,243-93.9% | $10,885-94.8% |