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 | $29,839 | $150,440-80.2% | $136,294-78.1% | $147,584-79.8% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 16.80% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,398 | $5,256-54.4% | $4,695-48.9% | $4,876-50.8% |
| Participant deferral / active EE | $3,533 | $6,630-46.7% | $6,247-43.4% | $5,439-35.0% |
| Admin fee / account holder | $810 | $10,905-92.6% | $9,243-91.2% | $10,885-92.6% |