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 | $92,961 | $150,440-38.2% | $136,294-31.8% | $147,584-37.0% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 18.29% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,198 | $5,256-58.2% | $4,695-53.2% | $4,876-54.9% |
| Participant deferral / active EE | $6,309 | $6,630-4.8% | $6,247+1.0% | $5,439+16.0% |
| Admin fee / account holder | $3,457 | $10,905-68.3% | $9,243-62.6% | $10,885-68.2% |