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 | $65,815 | $150,440-56.3% | $136,294-51.7% | $147,584-55.4% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 17.09% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,977 | $5,256-62.4% | $4,695-57.9% | $4,876-59.5% |
| Participant deferral / active EE | $4,239 | $6,630-36.1% | $6,247-32.1% | $5,439-22.1% |
| Admin fee / account holder | $300 | $10,905-97.2% | $9,243-96.8% | $10,885-97.2% |