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 | $112,404 | $150,440-25.3% | $136,294-17.5% | $147,584-23.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.56% | 1049.08%-1016.5pp | 5155.94%-5123.4pp | 578.55%-546.0pp |
| Employer contribution / active EE | $2,115 | $5,256-59.8% | $4,695-54.9% | $4,876-56.6% |
| Participant deferral / active EE | $3,640 | $6,630-45.1% | $6,247-41.7% | $5,439-33.1% |
| Admin fee / account holder | $4,164 | $10,905-61.8% | $9,243-55.0% | $10,885-61.8% |