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 | $34,863 | $150,440-76.8% | $136,294-74.4% | $147,584-76.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 41.35% | 1049.08%-1007.7pp | 5155.94%-5114.6pp | 578.55%-537.2pp |
| Employer contribution / active EE | $2,308 | $5,256-56.1% | $4,695-50.8% | $4,876-52.7% |
| Participant deferral / active EE | $5,441 | $6,630-17.9% | $6,247-12.9% | $5,4390% |
| Admin fee / account holder | $380 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |