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 | $25,048 | $150,440-83.3% | $136,294-81.6% | $147,584-83.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.14% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,222 | $5,256-76.8% | $4,695-74.0% | $4,876-75.0% |
| Participant deferral / active EE | $7,883 | $6,630+18.9% | $6,247+26.2% | $5,439+44.9% |
| Admin fee / account holder | $330 | $10,905-97.0% | $9,243-96.4% | $10,885-97.0% |