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 | $204,274 | $150,440+35.8% | $136,294+49.9% | $147,584+38.4% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 21.60% | 1049.08%-1027.5pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,349 | $5,256-36.3% | $4,695-28.7% | $4,876-31.3% |
| Participant deferral / active EE | $6,360 | $6,630-4.1% | $6,247+1.8% | $5,439+16.9% |
| Admin fee / account holder | $2,190 | $10,905-79.9% | $9,243-76.3% | $10,885-79.9% |