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 | $57,094 | $150,440-62.0% | $136,294-58.1% | $147,584-61.3% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 19.94% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,030 | $5,256-42.4% | $4,695-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $4,373 | $6,630-34.0% | $6,247-30.0% | $5,439-19.6% |
| Admin fee / account holder | $19,630 | $10,905+80.0% | $9,243+112.4% | $10,885+80.3% |