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 | $82,450 | $150,440-45.2% | $136,294-39.5% | $147,584-44.1% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 16.09% | 1049.08%-1033.0pp | 5155.94%-5139.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $4,507 | $5,256-14.3% | $4,695-4.0% | $4,876-7.6% |
| Participant deferral / active EE | $10,578 | $6,630+59.5% | $6,247+69.3% | $5,439+94.5% |
| Admin fee / account holder | $5,936 | $10,905-45.6% | $9,243-35.8% | $10,885-45.5% |