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 | $88,172 | $150,440-41.4% | $136,294-35.3% | $147,584-40.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.48% | 1049.08%-1034.6pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,131 | $5,256-59.5% | $4,695-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $6,005 | $6,630-9.4% | $6,247-3.9% | $5,439+10.4% |
| Admin fee / account holder | $3,192 | $10,905-70.7% | $9,243-65.5% | $10,885-70.7% |