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 | $45,002 | $150,440-70.1% | $136,294-67.0% | $147,584-69.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 30.79% | 1049.08%-1018.3pp | 5155.94%-5125.1pp | 578.55%-547.8pp |
| Employer contribution / active EE | $4,966 | $5,256-5.5% | $4,695+5.8% | $4,876+1.8% |
| Participant deferral / active EE | $10,760 | $6,630+62.3% | $6,247+72.2% | $5,439+97.8% |
| Admin fee / account holder | $11,547 | $10,905+5.9% | $9,243+24.9% | $10,885+6.1% |