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 | $94,975 | $150,440-36.9% | $136,294-30.3% | $147,584-35.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.87% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,251 | $5,256-76.2% | $4,695-73.4% | $4,876-74.3% |
| Participant deferral / active EE | $5,005 | $6,630-24.5% | $6,247-19.9% | $5,439-8.0% |
| Admin fee / account holder | $953 | $10,905-91.3% | $9,243-89.7% | $10,885-91.2% |