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 | $49,808 | $150,440-66.9% | $136,294-63.5% | $147,584-66.3% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 12.33% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,157 | $5,256-39.9% | $4,695-32.8% | $4,876-35.3% |
| Participant deferral / active EE | $2,523 | $6,630-61.9% | $6,247-59.6% | $5,439-53.6% |
| Admin fee / account holder | $392 | $10,905-96.4% | $9,243-95.8% | $10,885-96.4% |