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 | $81,886 | $150,440-45.6% | $136,294-39.9% | $147,584-44.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.10% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,783 | $5,256-47.0% | $4,695-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $6,829 | $6,630+3.0% | $6,247+9.3% | $5,439+25.6% |
| Admin fee / account holder | $1,578 | $10,905-85.5% | $9,243-82.9% | $10,885-85.5% |