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 | $54,385 | $209,832-74.1% | $189,513-71.3% | $167,490-67.5% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 10.20% | 748.27%-738.1pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,072 | $6,914-70.0% | $6,162-66.4% | $4,837-57.2% |
| Participant deferral / active EE | $4,215 | $8,935-52.8% | $8,221-48.7% | $6,341-33.5% |
| Admin fee / account holder | $4,309 | $14,293-69.9% | $12,045-64.2% | $12,309-65.0% |