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 | $37,221 | $150,440-75.3% | $136,294-72.7% | $147,584-74.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.32% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,284 | $5,256-37.5% | $4,695-30.1% | $4,876-32.7% |
| Participant deferral / active EE | $12,947 | $6,630+95.3% | $6,247+107.2% | $5,439+138.0% |
| Admin fee / account holder | $10,933 | $10,905+0.3% | $9,243+18.3% | $10,885+0.4% |