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 | $86,467 | $150,440-42.5% | $136,294-36.6% | $147,584-41.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.24% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,575 | $5,256-70.0% | $4,695-66.5% | $4,876-67.7% |
| Participant deferral / active EE | $3,969 | $6,630-40.1% | $6,247-36.5% | $5,439-27.0% |
| Admin fee / account holder | $36,683 | $10,905+236.4% | $9,243+296.9% | $10,885+237.0% |