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 | $50,179 | $150,440-66.6% | $136,294-63.2% | $147,584-66.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.68% | 1049.08%-1036.4pp | 5155.94%-5143.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,730 | $5,256-67.1% | $4,695-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $3,343 | $6,630-49.6% | $6,247-46.5% | $5,439-38.5% |
| Admin fee / account holder | $7,568 | $10,905-30.6% | $9,243-18.1% | $10,885-30.5% |