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 | $88,600 | $150,440-41.1% | $136,294-35.0% | $147,584-40.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 32.66% | 1049.08%-1016.4pp | 5155.94%-5123.3pp | 578.55%-545.9pp |
| Employer contribution / active EE | $2,267 | $5,256-56.9% | $4,695-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $7,349 | $6,630+10.8% | $6,247+17.6% | $5,439+35.1% |
| Admin fee / account holder | $2,712 | $10,905-75.1% | $9,243-70.7% | $10,885-75.1% |