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 | $93,718 | $150,440-37.7% | $136,294-31.2% | $147,584-36.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.12% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,611 | $5,256-69.3% | $4,695-65.7% | $4,876-67.0% |
| Participant deferral / active EE | $7,189 | $6,630+8.4% | $6,247+15.1% | $5,439+32.2% |
| Admin fee / account holder | $78,621 | $10,905+620.9% | $9,243+750.6% | $10,885+622.3% |