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 | $38,314 | $150,440-74.5% | $136,294-71.9% | $147,584-74.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.79% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,692 | $5,256-29.8% | $4,695-21.4% | $4,876-24.3% |
| Participant deferral / active EE | $4,367 | $6,630-34.1% | $6,247-30.1% | $5,439-19.7% |
| Admin fee / account holder | $512 | $10,905-95.3% | $9,243-94.5% | $10,885-95.3% |