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 | $25,582 | $150,440-83.0% | $136,294-81.2% | $147,584-82.7% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 18.79% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,501 | $5,256-52.4% | $4,695-46.7% | $4,876-48.7% |
| Participant deferral / active EE | $5,591 | $6,630-15.7% | $6,247-10.5% | $5,439+2.8% |
| Admin fee / account holder | $1,309 | $10,905-88.0% | $9,243-85.8% | $10,885-88.0% |