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 | $89,394 | $157,256-43.2% | $141,162-36.7% | $152,861-41.5% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 631.46% | 64.32%+567.1pp | 71.39%+560.1pp | 345.32%+286.1pp |
| Employer contribution / active EE | $3,108 | $5,261-40.9% | $4,735-34.4% | $4,762-34.7% |
| Participant deferral / active EE | $5,134 | $7,109-27.8% | $6,709-23.5% | $5,850-12.2% |
| Admin fee / account holder | $354 | $12,120-97.1% | $10,261-96.5% | $11,596-96.9% |