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 | $54,367 | $150,440-63.9% | $136,294-60.1% | $147,584-63.2% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 18.40% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,315 | $5,256-36.9% | $4,695-29.4% | $4,876-32.0% |
| Participant deferral / active EE | $6,820 | $6,630+2.9% | $6,247+9.2% | $5,439+25.4% |
| Admin fee / account holder | $7,546 | $10,905-30.8% | $9,243-18.4% | $10,885-30.7% |