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 | $121,223 | $150,440-19.4% | $136,294-11.1% | $147,584-17.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.49% | 1049.08%-1024.6pp | 5155.94%-5131.4pp | 578.55%-554.1pp |
| Employer contribution / active EE | $4,370 | $5,256-16.9% | $4,695-6.9% | $4,876-10.4% |
| Participant deferral / active EE | $6,699 | $6,630+1.0% | $6,247+7.2% | $5,439+23.2% |
| Admin fee / account holder | $1,022 | $10,905-90.6% | $9,243-88.9% | $10,885-90.6% |