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 | $100,878 | $109,817-8.1% | $98,442+2.5% | $167,490-39.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 14.24% | 1956.69%-1942.4pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,588 | $3,224+11.3% | $2,960+21.2% | $4,837-25.8% |
| Participant deferral / active EE | $4,197 | $4,673-10.2% | $4,276-1.9% | $6,341-33.8% |
| Admin fee / account holder | $16,047 | $6,753+137.6% | $5,949+169.7% | $12,309+30.4% |