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 | $123,768 | $171,865-28.0% | $149,718-17.3% | $147,584-16.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.38% | 2113.22%-2085.8pp | 1501.63%-1474.3pp | 578.55%-551.2pp |
| Employer contribution / active EE | $7,868 | $6,275+25.4% | $5,445+44.5% | $4,876+61.3% |
| Participant deferral / active EE | $7,152 | $7,271-1.6% | $6,569+8.9% | $5,439+31.5% |
| Admin fee / account holder | $4,590 | $13,799-66.7% | $11,283-59.3% | $10,885-57.8% |