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 | $142,187 | $150,440-5.5% | $136,294+4.3% | $147,584-3.7% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 18.21% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,441 | $5,256-72.6% | $4,695-69.3% | $4,876-70.4% |
| Participant deferral / active EE | $6,166 | $6,630-7.0% | $6,247-1.3% | $5,439+13.4% |
| Admin fee / account holder | $59,949 | $10,905+449.7% | $9,243+548.6% | $10,885+450.7% |