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 | $61,753 | $150,440-59.0% | $136,294-54.7% | $147,584-58.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.93% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $10,556 | $5,256+100.8% | $4,695+124.8% | $4,876+116.5% |
| Participant deferral / active EE | $3,032 | $6,630-54.3% | $6,247-51.5% | $5,439-44.3% |
| Admin fee / account holder | $3,227 | $10,905-70.4% | $9,243-65.1% | $10,885-70.4% |