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 | $84,782 | $150,440-43.6% | $136,294-37.8% | $147,584-42.6% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 13.87% | 1049.08%-1035.2pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,201 | $5,256-39.1% | $4,695-31.8% | $4,876-34.4% |
| Participant deferral / active EE | $2,822 | $6,630-57.4% | $6,247-54.8% | $5,439-48.1% |
| Admin fee / account holder | $1,657 | $10,905-84.8% | $9,243-82.1% | $10,885-84.8% |