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 | $63,117 | $150,440-58.0% | $136,294-53.7% | $147,584-57.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 21.26% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,645 | $5,256-49.7% | $4,695-43.7% | $4,876-45.8% |
| Participant deferral / active EE | $4,962 | $6,630-25.2% | $6,247-20.6% | $5,439-8.8% |
| Admin fee / account holder | $5,373 | $10,905-50.7% | $9,243-41.9% | $10,885-50.6% |