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 | $145,900 | $150,440-3.0% | $136,294+7.0% | $147,584-1.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.72% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,627 | $5,256-50.0% | $4,695-44.1% | $4,876-46.1% |
| Participant deferral / active EE | $6,725 | $6,630+1.4% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $1,402 | $10,905-87.1% | $9,243-84.8% | $10,885-87.1% |