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 | $85,580 | $150,440-43.1% | $136,294-37.2% | $147,584-42.0% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 13.57% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,100 | $5,256-60.0% | $4,695-55.3% | $4,876-56.9% |
| Participant deferral / active EE | $2,687 | $6,630-59.5% | $6,247-57.0% | $5,439-50.6% |
| Admin fee / account holder | $8,654 | $10,905-20.6% | $9,243-6.4% | $10,885-20.5% |