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 | $91,570 | $171,865-46.7% | $149,718-38.8% | $147,584-38.0% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 15.17% | 2113.22%-2098.0pp | 1501.63%-1486.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,916 | $6,275-53.5% | $5,445-46.4% | $4,876-40.2% |
| Participant deferral / active EE | $5,395 | $7,271-25.8% | $6,569-17.9% | $5,439-0.8% |
| Admin fee / account holder | $3,578 | $13,799-74.1% | $11,283-68.3% | $10,885-67.1% |