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 | $69,870 | $150,440-53.6% | $136,294-48.7% | $147,584-52.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.15% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,131 | $5,256-59.5% | $4,695-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $3,254 | $6,630-50.9% | $6,247-47.9% | $5,439-40.2% |
| Admin fee / account holder | $1,034 | $10,905-90.5% | $9,243-88.8% | $10,885-90.5% |