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 | $49,584 | $150,440-67.0% | $136,294-63.6% | $147,584-66.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.66% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,790 | $5,256-65.9% | $4,695-61.9% | $4,876-63.3% |
| Participant deferral / active EE | $2,246 | $6,630-66.1% | $6,247-64.0% | $5,439-58.7% |
| Admin fee / account holder | $1,282 | $10,905-88.2% | $9,243-86.1% | $10,885-88.2% |