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 | $63,295 | $150,440-57.9% | $136,294-53.6% | $147,584-57.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.59% | 1049.08%-1036.5pp | 5155.94%-5143.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,599 | $5,256-50.6% | $4,695-44.7% | $4,876-46.7% |
| Participant deferral / active EE | $6,473 | $6,630-2.4% | $6,247+3.6% | $5,439+19.0% |
| Admin fee / account holder | $435 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |