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 | $243,055 | $150,440+61.6% | $136,294+78.3% | $147,584+64.7% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 18.78% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,690 | $5,256-29.8% | $4,695-21.4% | $4,876-24.3% |
| Participant deferral / active EE | $8,522 | $6,630+28.5% | $6,247+36.4% | $5,439+56.7% |
| Admin fee / account holder | $8,765 | $10,905-19.6% | $9,243-5.2% | $10,885-19.5% |