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 | $63,643 | $150,440-57.7% | $136,294-53.3% | $147,584-56.9% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 15.00% | 1049.08%-1034.1pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,980 | $5,256-24.3% | $4,695-15.2% | $4,876-18.4% |
| Participant deferral / active EE | $7,816 | $6,630+17.9% | $6,247+25.1% | $5,439+43.7% |
| Admin fee / account holder | $4,375 | $10,905-59.9% | $9,243-52.7% | $10,885-59.8% |