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 | $38,706 | $169,032-77.1% | $129,207-70.0% | $145,922-73.5% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 8.76% | 14330.11%-14321.4pp | 9417.33%-9408.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,673 | $5,537-69.8% | $4,153-59.7% | $4,660-64.1% |
| Participant deferral / active EE | $2,653 | $4,987-46.8% | $4,168-36.3% | $6,688-60.3% |
| Admin fee / account holder | $637 | $9,954-93.6% | $7,715-91.7% | $13,397-95.2% |