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 | $104,036 | $150,440-30.8% | $136,294-23.7% | $147,584-29.5% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 31.87% | 1049.08%-1017.2pp | 5155.94%-5124.1pp | 578.55%-546.7pp |
| Employer contribution / active EE | $9,793 | $5,256+86.3% | $4,695+108.6% | $4,876+100.8% |
| Participant deferral / active EE | $10,276 | $6,630+55.0% | $6,247+64.5% | $5,439+88.9% |
| Admin fee / account holder | $4,430 | $10,905-59.4% | $9,243-52.1% | $10,885-59.3% |