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 | $42,270 | $150,440-71.9% | $136,294-69.0% | $147,584-71.4% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 17.01% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,226 | $5,256-38.6% | $4,695-31.3% | $4,876-33.8% |
| Participant deferral / active EE | $5,969 | $6,630-10.0% | $6,247-4.5% | $5,439+9.7% |
| Admin fee / account holder | $559 | $10,905-94.9% | $9,243-94.0% | $10,885-94.9% |