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 | $83,028 | $150,440-44.8% | $136,294-39.1% | $147,584-43.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.22% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $6,328 | $5,256+20.4% | $4,695+34.8% | $4,876+29.8% |
| Participant deferral / active EE | $12,895 | $6,630+94.5% | $6,247+106.4% | $5,439+137.1% |
| Admin fee / account holder | $3,194 | $10,905-70.7% | $9,243-65.4% | $10,885-70.7% |