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 | $55,106 | $150,440-63.4% | $136,294-59.6% | $147,584-62.7% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 10.80% | 1049.08%-1038.3pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,147 | $5,256-78.2% | $4,695-75.6% | $4,876-76.5% |
| Participant deferral / active EE | $4,632 | $6,630-30.1% | $6,247-25.8% | $5,439-14.8% |
| Admin fee / account holder | $2,007 | $10,905-81.6% | $9,243-78.3% | $10,885-81.6% |