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 | $100,031 | $171,865-41.8% | $149,718-33.2% | $147,584-32.2% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 15.37% | 2113.22%-2097.8pp | 1501.63%-1486.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,571 | $6,275-11.2% | $5,445+2.3% | $4,876+14.3% |
| Participant deferral / active EE | $2,614 | $7,271-64.1% | $6,569-60.2% | $5,439-51.9% |
| Admin fee / account holder | $2,783 | $13,799-79.8% | $11,283-75.3% | $10,885-74.4% |