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 | $78,085 | $150,440-48.1% | $136,294-42.7% | $147,584-47.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 21.12% | 1049.08%-1028.0pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,333 | $5,256-55.6% | $4,695-50.3% | $4,876-52.2% |
| Participant deferral / active EE | $6,855 | $6,630+3.4% | $6,247+9.7% | $5,439+26.0% |
| Admin fee / account holder | $7,248 | $10,905-33.5% | $9,243-21.6% | $10,885-33.4% |