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 | $74,003 | $150,440-50.8% | $136,294-45.7% | $147,584-49.9% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 20.66% | 1049.08%-1028.4pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,804 | $5,256-46.7% | $4,695-40.3% | $4,876-42.5% |
| Participant deferral / active EE | $4,306 | $6,630-35.1% | $6,247-31.1% | $5,439-20.8% |
| Admin fee / account holder | $556 | $10,905-94.9% | $9,243-94.0% | $10,885-94.9% |