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 | $55,235 | $58,927-6.3% | $76,817-28.1% | $72,985-24.3% |
| Participation rate | 71.0% | 67.3%+3.6pp | 72.1%-1.1pp | 69.5%+1.5pp |
| Annual return | 21.91% | 2305.64%-2283.7pp | 1166.11%-1144.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,206 | $1,787+23.5% | $2,302-4.2% | $2,440-9.6% |
| Participant deferral / active EE | $4,334 | $2,690+61.1% | $3,336+29.9% | $3,607+20.1% |
| Admin fee / account holder | $4,029 | $4,013+0.4% | $6,420-37.2% | $5,124-21.4% |