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 | $24,744 | $150,440-83.6% | $136,294-81.8% | $147,584-83.2% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 18.84% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,339 | $5,256-55.5% | $4,695-50.2% | $4,876-52.0% |
| Participant deferral / active EE | $3,979 | $6,630-40.0% | $6,247-36.3% | $5,439-26.8% |
| Admin fee / account holder | $1,935 | $10,905-82.3% | $9,243-79.1% | $10,885-82.2% |