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 | $74,466 | $150,440-50.5% | $136,294-45.4% | $147,584-49.5% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 21.94% | 1049.08%-1027.1pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $5,143 | $5,256-2.2% | $4,695+9.5% | $4,876+5.5% |
| Participant deferral / active EE | $12,244 | $6,630+84.7% | $6,247+96.0% | $5,439+125.1% |
| Admin fee / account holder | $6,131 | $10,905-43.8% | $9,243-33.7% | $10,885-43.7% |