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 | $63,211 | $150,440-58.0% | $136,294-53.6% | $147,584-57.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 21.40% | 1049.08%-1027.7pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,382 | $5,256-73.7% | $4,695-70.6% | $4,876-71.7% |
| Participant deferral / active EE | $4,246 | $6,630-36.0% | $6,247-32.0% | $5,439-21.9% |
| Admin fee / account holder | $6,353 | $10,905-41.7% | $9,243-31.3% | $10,885-41.6% |