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 | $79,706 | $150,440-47.0% | $136,294-41.5% | $147,584-46.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 10.42% | 1049.08%-1038.7pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,729 | $5,256-48.1% | $4,695-41.9% | $4,876-44.0% |
| Participant deferral / active EE | $5,087 | $6,630-23.3% | $6,247-18.6% | $5,439-6.5% |
| Admin fee / account holder | $69,327 | $10,905+535.7% | $9,243+650.0% | $10,885+536.9% |