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 | $72,700 | $150,440-51.7% | $136,294-46.7% | $147,584-50.7% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 22.27% | 1049.08%-1026.8pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,191 | $5,256-77.3% | $4,695-74.6% | $4,876-75.6% |
| Participant deferral / active EE | $5,047 | $6,630-23.9% | $6,247-19.2% | $5,439-7.2% |
| Admin fee / account holder | $371 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |