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 | $134,828 | $150,440-10.4% | $136,294-1.1% | $147,584-8.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.65% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,974 | $5,256-5.4% | $4,695+5.9% | $4,876+2.0% |
| Participant deferral / active EE | $7,943 | $6,630+19.8% | $6,247+27.1% | $5,439+46.0% |
| Admin fee / account holder | $798 | $10,905-92.7% | $9,243-91.4% | $10,885-92.7% |