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 4-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 | $72,164 | $150,440-52.0% | $136,294-47.1% | $147,584-51.1% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 13.52% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,077 | $5,256-41.5% | $4,695-34.5% | $4,876-36.9% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,285 | $10,905-88.2% | $9,243-86.1% | $10,885-88.2% |