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 | $71,954 | $150,440-52.2% | $136,294-47.2% | $147,584-51.2% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 11.71% | 1049.08%-1037.4pp | 5155.94%-5144.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,495 | $5,256-52.5% | $4,695-46.9% | $4,876-48.8% |
| Participant deferral / active EE | $7,004 | $6,630+5.6% | $6,247+12.1% | $5,439+28.8% |
| Admin fee / account holder | $852 | $10,905-92.2% | $9,243-90.8% | $10,885-92.2% |