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 | $39,192 | $150,440-73.9% | $136,294-71.2% | $147,584-73.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 24.65% | 1049.08%-1024.4pp | 5155.94%-5131.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $3,466 | $5,256-34.1% | $4,695-26.2% | $4,876-28.9% |
| Participant deferral / active EE | $6,426 | $6,630-3.1% | $6,247+2.9% | $5,439+18.2% |
| Admin fee / account holder | $378 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |