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 | $71,064 | $150,440-52.8% | $136,294-47.9% | $147,584-51.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.05% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $7,167 | $5,256+36.4% | $4,695+52.6% | $4,876+47.0% |
| Participant deferral / active EE | $5,465 | $6,630-17.6% | $6,247-12.5% | $5,439+0.5% |
| Admin fee / account holder | $2,859 | $10,905-73.8% | $9,243-69.1% | $10,885-73.7% |