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 | $60,063 | $150,440-60.1% | $136,294-55.9% | $147,584-59.3% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 16.73% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,853 | $5,256-64.7% | $4,695-60.5% | $4,876-62.0% |
| Participant deferral / active EE | $2,476 | $6,630-62.7% | $6,247-60.4% | $5,439-54.5% |
| Admin fee / account holder | $2,655 | $10,905-75.7% | $9,243-71.3% | $10,885-75.6% |