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 | $41,233 | $150,440-72.6% | $136,294-69.7% | $147,584-72.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 13.35% | 1049.08%-1035.7pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,439 | $5,256-53.6% | $4,695-48.1% | $4,876-50.0% |
| Participant deferral / active EE | $5,681 | $6,630-14.3% | $6,247-9.1% | $5,439+4.4% |
| Admin fee / account holder | $4,261 | $10,905-60.9% | $9,243-53.9% | $10,885-60.9% |