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 | $62,319 | $150,440-58.6% | $136,294-54.3% | $147,584-57.8% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 17.43% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,915 | $5,256-63.6% | $4,695-59.2% | $4,876-60.7% |
| Participant deferral / active EE | $4,415 | $6,630-33.4% | $6,247-29.3% | $5,439-18.8% |
| Admin fee / account holder | $383 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |