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 | $131,556 | $150,440-12.6% | $136,294-3.5% | $147,584-10.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.00% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,238 | $5,256-38.4% | $4,695-31.1% | $4,876-33.6% |
| Participant deferral / active EE | $6,751 | $6,630+1.8% | $6,247+8.1% | $5,439+24.1% |
| Admin fee / account holder | $21,487 | $10,905+97.0% | $9,243+132.5% | $10,885+97.4% |