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 9-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 | $60,336 | $171,865-64.9% | $149,718-59.7% | $147,584-59.1% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,892 | $6,275-53.9% | $5,445-46.9% | $4,876-40.7% |
| Participant deferral / active EE | $4,218 | $7,271-42.0% | $6,569-35.8% | $5,439-22.4% |
| Admin fee / account holder | $1,601 | $13,799-88.4% | $11,283-85.8% | $10,885-85.3% |