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 | $147,969 | $150,440-1.6% | $136,294+8.6% | $147,584+0.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.16% | 1049.08%-1026.9pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,934 | $5,256-63.2% | $4,695-58.8% | $4,876-60.3% |
| Participant deferral / active EE | $5,200 | $6,630-21.6% | $6,247-16.8% | $5,439-4.4% |
| Admin fee / account holder | $487 | $10,905-95.5% | $9,243-94.7% | $10,885-95.5% |