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 | $28,571 | $150,440-81.0% | $136,294-79.0% | $147,584-80.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.19% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,955 | $5,256-62.8% | $4,695-58.4% | $4,876-59.9% |
| Participant deferral / active EE | $3,761 | $6,630-43.3% | $6,247-39.8% | $5,439-30.8% |
| Admin fee / account holder | $14,466 | $10,905+32.6% | $9,243+56.5% | $10,885+32.9% |