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 | $74,499 | $150,440-50.5% | $136,294-45.3% | $147,584-49.5% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 20.48% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,625 | $5,256-50.1% | $4,695-44.1% | $4,876-46.2% |
| Participant deferral / active EE | $5,758 | $6,630-13.2% | $6,247-7.8% | $5,439+5.9% |
| Admin fee / account holder | $4,045 | $10,905-62.9% | $9,243-56.2% | $10,885-62.8% |