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 | $112,631 | $150,440-25.1% | $136,294-17.4% | $147,584-23.7% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 15.67% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,319 | $5,256-55.9% | $4,695-50.6% | $4,876-52.4% |
| Participant deferral / active EE | $7,749 | $6,630+16.9% | $6,247+24.0% | $5,439+42.5% |
| Admin fee / account holder | $2,459 | $10,905-77.5% | $9,243-73.4% | $10,885-77.4% |