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 | $93,052 | $171,865-45.9% | $149,718-37.8% | $147,584-36.9% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 24.50% | 2113.22%-2088.7pp | 1501.63%-1477.1pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,796 | $6,275-71.4% | $5,445-67.0% | $4,876-63.2% |
| Participant deferral / active EE | $4,487 | $7,271-38.3% | $6,569-31.7% | $5,439-17.5% |
| Admin fee / account holder | $12,968 | $13,799-6.0% | $11,283+14.9% | $10,885+19.1% |