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 | $74,800 | $176,662-57.7% | $130,648-42.7% | $152,861-51.1% |
| Participation rate | 95.7% | 79.0%+16.7pp | 71.7%+23.9pp | 82.4%+13.2pp |
| Annual return | 19.17% | 2692.24%-2673.1pp | 1708.96%-1689.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $5,074 | $5,742-11.6% | $4,092+24.0% | $4,762+6.5% |
| Participant deferral / active EE | $2,317 | $4,361-46.9% | $3,603-35.7% | $5,850-60.4% |
| Admin fee / account holder | $1,637 | $7,133-77.0% | $5,464-70.0% | $11,596-85.9% |