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 | $34,578 | $171,865-79.9% | $149,718-76.9% | $147,584-76.6% |
| Participation rate | 82.6% | 88.2%-5.6pp | 87.1%-4.5pp | 82.8%-0.2pp |
| Annual return | 11.96% | 2113.22%-2101.3pp | 1501.63%-1489.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,509 | $6,275-60.0% | $5,445-53.9% | $4,876-48.6% |
| Participant deferral / active EE | $7,415 | $7,271+2.0% | $6,569+12.9% | $5,439+36.3% |
| Admin fee / account holder | $8,724 | $13,799-36.8% | $11,283-22.7% | $10,885-19.9% |