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 | $83,447 | $150,440-44.5% | $136,294-38.8% | $147,584-43.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.48% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,453 | $5,256-15.3% | $4,695-5.2% | $4,876-8.7% |
| Participant deferral / active EE | $6,577 | $6,630-0.8% | $6,247+5.3% | $5,439+20.9% |
| Admin fee / account holder | $29,450 | $10,905+170.0% | $9,243+218.6% | $10,885+170.5% |