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 | $70,285 | $150,440-53.3% | $136,294-48.4% | $147,584-52.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 17.67% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,679 | $5,256-11.0% | $4,695-0.3% | $4,876-4.0% |
| Participant deferral / active EE | $4,017 | $6,630-39.4% | $6,247-35.7% | $5,439-26.1% |
| Admin fee / account holder | $7,673 | $10,905-29.6% | $9,243-17.0% | $10,885-29.5% |