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 | $86,017 | $150,440-42.8% | $136,294-36.9% | $147,584-41.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.88% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $9,218 | $5,256+75.4% | $4,695+96.3% | $4,876+89.0% |
| Participant deferral / active EE | $12,185 | $6,630+83.8% | $6,247+95.1% | $5,439+124.0% |
| Admin fee / account holder | $12,296 | $10,905+12.8% | $9,243+33.0% | $10,885+13.0% |