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 | $40,915 | $150,440-72.8% | $136,294-70.0% | $147,584-72.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.65% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,151 | $5,256-59.1% | $4,695-54.2% | $4,876-55.9% |
| Participant deferral / active EE | $4,931 | $6,630-25.6% | $6,247-21.1% | $5,439-9.3% |
| Admin fee / account holder | $700 | $10,905-93.6% | $9,243-92.4% | $10,885-93.6% |