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 | $84,131 | $150,440-44.1% | $136,294-38.3% | $147,584-43.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.43% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $6,128 | $5,256+16.6% | $4,695+30.5% | $4,876+25.7% |
| Participant deferral / active EE | $3,572 | $6,630-46.1% | $6,247-42.8% | $5,439-34.3% |
| Admin fee / account holder | $18,087 | $10,905+65.9% | $9,243+95.7% | $10,885+66.2% |