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 | $83,563 | $150,440-44.5% | $136,294-38.7% | $147,584-43.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 11.82% | 1049.08%-1037.3pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,222 | $5,256-38.7% | $4,695-31.4% | $4,876-33.9% |
| Participant deferral / active EE | $3,697 | $6,630-44.2% | $6,247-40.8% | $5,439-32.0% |
| Admin fee / account holder | $2,330 | $10,905-78.6% | $9,243-74.8% | $10,885-78.6% |