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 | $98,804 | $150,440-34.3% | $136,294-27.5% | $147,584-33.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.53% | 1049.08%-1034.6pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,168 | $5,256-58.8% | $4,695-53.8% | $4,876-55.5% |
| Participant deferral / active EE | $7,408 | $6,630+11.7% | $6,247+18.6% | $5,439+36.2% |
| Admin fee / account holder | $53,077 | $10,905+386.7% | $9,243+474.2% | $10,885+387.6% |