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 | $70,417 | $171,865-59.0% | $149,718-53.0% | $147,584-52.3% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 12.51% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,062 | $6,275-51.2% | $5,445-43.8% | $4,876-37.2% |
| Participant deferral / active EE | $4,310 | $7,271-40.7% | $6,569-34.4% | $5,439-20.8% |
| Admin fee / account holder | $5,894 | $13,799-57.3% | $11,283-47.8% | $10,885-45.9% |