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 | $130,506 | $171,865-24.1% | $149,718-12.8% | $147,584-11.6% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 17.32% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,758 | $6,275-56.1% | $5,445-49.4% | $4,876-43.4% |
| Participant deferral / active EE | $4,086 | $7,271-43.8% | $6,569-37.8% | $5,439-24.9% |
| Admin fee / account holder | $39,644 | $13,799+187.3% | $11,283+251.4% | $10,885+264.2% |