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 | $59,594 | $150,440-60.4% | $136,294-56.3% | $147,584-59.6% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 16.76% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,502 | $5,256-71.4% | $4,695-68.0% | $4,876-69.2% |
| Participant deferral / active EE | $4,799 | $6,630-27.6% | $6,247-23.2% | $5,439-11.8% |
| Admin fee / account holder | $1,917 | $10,905-82.4% | $9,243-79.3% | $10,885-82.4% |