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 | $47,519 | $150,440-68.4% | $136,294-65.1% | $147,584-67.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.42% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,120 | $5,256-21.6% | $4,695-12.3% | $4,876-15.5% |
| Participant deferral / active EE | $7,381 | $6,630+11.3% | $6,247+18.2% | $5,439+35.7% |
| Admin fee / account holder | $2,740 | $10,905-74.9% | $9,243-70.4% | $10,885-74.8% |