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 | $68,443 | $150,440-54.5% | $136,294-49.8% | $147,584-53.6% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 12.86% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,591 | $5,256-50.7% | $4,695-44.8% | $4,876-46.9% |
| Participant deferral / active EE | $9,709 | $6,630+46.4% | $6,247+55.4% | $5,439+78.5% |
| Admin fee / account holder | $8,007 | $10,905-26.6% | $9,243-13.4% | $10,885-26.4% |