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 | $44,891 | $150,440-70.2% | $136,294-67.1% | $147,584-69.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 14.91% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,869 | $5,256-26.4% | $4,695-17.6% | $4,876-20.7% |
| Participant deferral / active EE | $4,084 | $6,630-38.4% | $6,247-34.6% | $5,439-24.9% |
| Admin fee / account holder | $25,788 | $10,905+136.5% | $9,243+179.0% | $10,885+136.9% |