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 | $65,233 | $150,440-56.6% | $136,294-52.1% | $147,584-55.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 10.79% | 1049.08%-1038.3pp | 5155.94%-5145.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,206 | $5,256-58.0% | $4,695-53.0% | $4,876-54.8% |
| Participant deferral / active EE | $4,822 | $6,630-27.3% | $6,247-22.8% | $5,439-11.3% |
| Admin fee / account holder | $22,610 | $10,905+107.3% | $9,243+144.6% | $10,885+107.7% |