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 | $118,495 | $171,865-31.1% | $149,718-20.9% | $147,584-19.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 13.17% | 2113.22%-2100.0pp | 1501.63%-1488.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $5,206 | $6,275-17.0% | $5,445-4.4% | $4,876+6.8% |
| Participant deferral / active EE | $7,617 | $7,271+4.8% | $6,569+16.0% | $5,439+40.1% |
| Admin fee / account holder | $1,114 | $13,799-91.9% | $11,283-90.1% | $10,885-89.8% |