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 | $84,384 | $150,440-43.9% | $136,294-38.1% | $147,584-42.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.23% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,200 | $5,256-20.1% | $4,695-10.5% | $4,876-13.9% |
| Participant deferral / active EE | $8,570 | $6,630+29.3% | $6,247+37.2% | $5,439+57.6% |
| Admin fee / account holder | $1,176 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |