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 | $37,438 | $150,440-75.1% | $136,294-72.5% | $147,584-74.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 15.19% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,282 | $5,256-75.6% | $4,695-72.7% | $4,876-73.7% |
| Participant deferral / active EE | $2,192 | $6,630-66.9% | $6,247-64.9% | $5,439-59.7% |
| Admin fee / account holder | $12,332 | $10,905+13.1% | $9,243+33.4% | $10,885+13.3% |