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 | $66,535 | $150,440-55.8% | $136,294-51.2% | $147,584-54.9% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 17.31% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,551 | $5,256-51.5% | $4,695-45.7% | $4,876-47.7% |
| Participant deferral / active EE | $4,365 | $6,630-34.2% | $6,247-30.1% | $5,439-19.7% |
| Admin fee / account holder | $12,430 | $10,905+14.0% | $9,243+34.5% | $10,885+14.2% |