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 | $60,905 | $150,440-59.5% | $136,294-55.3% | $147,584-58.7% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 13.00% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,768 | $5,256-28.3% | $4,695-19.8% | $4,876-22.7% |
| Participant deferral / active EE | $8,848 | $6,630+33.4% | $6,247+41.6% | $5,439+62.7% |
| Admin fee / account holder | $8,363 | $10,905-23.3% | $9,243-9.5% | $10,885-23.2% |