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 | $32,758 | $150,440-78.2% | $136,294-76.0% | $147,584-77.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 22.04% | 1049.08%-1027.0pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,355 | $5,256-74.2% | $4,695-71.1% | $4,876-72.2% |
| Participant deferral / active EE | $5,944 | $6,630-10.4% | $6,247-4.8% | $5,439+9.3% |
| Admin fee / account holder | $329 | $10,905-97.0% | $9,243-96.4% | $10,885-97.0% |