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 | $73,194 | $150,440-51.3% | $136,294-46.3% | $147,584-50.4% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 15.64% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,395 | $5,256-35.4% | $4,695-27.7% | $4,876-30.4% |
| Participant deferral / active EE | $5,386 | $6,630-18.8% | $6,247-13.8% | $5,439-1.0% |
| Admin fee / account holder | $4,019 | $10,905-63.1% | $9,243-56.5% | $10,885-63.1% |