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 | $110,234 | $150,440-26.7% | $136,294-19.1% | $147,584-25.3% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 14.62% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,169 | $5,256-39.7% | $4,695-32.5% | $4,876-35.0% |
| Participant deferral / active EE | $6,479 | $6,630-2.3% | $6,247+3.7% | $5,439+19.1% |
| Admin fee / account holder | $1,585 | $10,905-85.5% | $9,243-82.9% | $10,885-85.4% |