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 | $78,125 | $150,440-48.1% | $136,294-42.7% | $147,584-47.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 22.17% | 1049.08%-1026.9pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,510 | $5,256-52.2% | $4,695-46.5% | $4,876-48.5% |
| Participant deferral / active EE | $5,228 | $6,630-21.1% | $6,247-16.3% | $5,439-3.9% |
| Admin fee / account holder | $12,023 | $10,905+10.3% | $9,243+30.1% | $10,885+10.5% |