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 | $77,646 | $150,440-48.4% | $136,294-43.0% | $147,584-47.4% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 10.48% | 1049.08%-1038.6pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,680 | $5,256-49.0% | $4,695-42.9% | $4,876-45.0% |
| Participant deferral / active EE | $6,701 | $6,630+1.1% | $6,247+7.3% | $5,439+23.2% |
| Admin fee / account holder | $8,473 | $10,905-22.3% | $9,243-8.3% | $10,885-22.2% |