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 | $59,521 | $169,032-64.8% | $129,207-53.9% | $145,922-59.2% |
| Participation rate | 95.7% | 76.4%+19.2pp | 69.6%+26.0pp | 80.3%+15.4pp |
| Annual return | 8.57% | 14330.11%-14321.5pp | 9417.33%-9408.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,067 | $5,537-44.6% | $4,153-26.1% | $4,660-34.2% |
| Participant deferral / active EE | $5,255 | $4,987+5.4% | $4,168+26.1% | $6,688-21.4% |
| Admin fee / account holder | $21,602 | $9,954+117.0% | $7,715+180.0% | $13,397+61.2% |