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 | $64,641 | $150,440-57.0% | $136,294-52.6% | $147,584-56.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 53.75% | 1049.08%-995.3pp | 5155.94%-5102.2pp | 578.55%-524.8pp |
| Employer contribution / active EE | $2,350 | $5,256-55.3% | $4,695-50.0% | $4,876-51.8% |
| Participant deferral / active EE | $9,350 | $6,630+41.0% | $6,247+49.7% | $5,439+71.9% |
| Admin fee / account holder | $1,029 | $10,905-90.6% | $9,243-88.9% | $10,885-90.5% |