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 | $61,941 | $150,440-58.8% | $136,294-54.6% | $147,584-58.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 20.45% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,233 | $5,256-38.5% | $4,695-31.1% | $4,876-33.7% |
| Participant deferral / active EE | $11,517 | $6,630+73.7% | $6,247+84.4% | $5,439+111.8% |
| Admin fee / account holder | $2,804 | $10,905-74.3% | $9,243-69.7% | $10,885-74.2% |