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 | $47,222 | $150,440-68.6% | $136,294-65.4% | $147,584-68.0% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 20.26% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,004 | $5,256-61.9% | $4,695-57.3% | $4,876-58.9% |
| Participant deferral / active EE | $4,221 | $6,630-36.3% | $6,247-32.4% | $5,439-22.4% |
| Admin fee / account holder | $2,393 | $10,905-78.1% | $9,243-74.1% | $10,885-78.0% |