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 | $91,056 | $150,440-39.5% | $136,294-33.2% | $147,584-38.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.97% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,651 | $5,256-49.6% | $4,695-43.5% | $4,876-45.6% |
| Participant deferral / active EE | $4,100 | $6,630-38.2% | $6,247-34.4% | $5,439-24.6% |
| Admin fee / account holder | $40,378 | $10,905+270.3% | $9,243+336.8% | $10,885+270.9% |