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 | $56,568 | $150,440-62.4% | $136,294-58.5% | $147,584-61.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 20.85% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,347 | $5,256-55.3% | $4,695-50.0% | $4,876-51.9% |
| Participant deferral / active EE | $6,680 | $6,630+0.8% | $6,247+6.9% | $5,439+22.8% |
| Admin fee / account holder | $1,481 | $10,905-86.4% | $9,243-84.0% | $10,885-86.4% |