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 | $64,481 | $150,440-57.1% | $136,294-52.7% | $147,584-56.3% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 13.09% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,634 | $5,256-49.9% | $4,695-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $6,568 | $6,630-0.9% | $6,247+5.1% | $5,439+20.8% |
| Admin fee / account holder | $12,285 | $10,905+12.7% | $9,243+32.9% | $10,885+12.9% |