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 | $91,623 | $150,440-39.1% | $136,294-32.8% | $147,584-37.9% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 15.19% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,703 | $5,256-29.6% | $4,695-21.1% | $4,876-24.1% |
| Participant deferral / active EE | $7,280 | $6,630+9.8% | $6,247+16.5% | $5,439+33.8% |
| Admin fee / account holder | $9,196 | $10,905-15.7% | $9,243-0.5% | $10,885-15.5% |