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 | $109,777 | $150,440-27.0% | $136,294-19.5% | $147,584-25.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.96% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,956 | $5,256-62.8% | $4,695-58.4% | $4,876-59.9% |
| Participant deferral / active EE | $7,331 | $6,630+10.6% | $6,247+17.3% | $5,439+34.8% |
| Admin fee / account holder | $1,162 | $10,905-89.3% | $9,243-87.4% | $10,885-89.3% |