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 | $62,885 | $150,440-58.2% | $136,294-53.9% | $147,584-57.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.10% | 1049.08%-1035.0pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,500 | $5,256-33.4% | $4,695-25.5% | $4,876-28.2% |
| Participant deferral / active EE | $6,070 | $6,630-8.5% | $6,247-2.8% | $5,439+11.6% |
| Admin fee / account holder | $5,724 | $10,905-47.5% | $9,243-38.1% | $10,885-47.4% |