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 | $127,729 | $150,440-15.1% | $136,294-6.3% | $147,584-13.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.14% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,422 | $5,256-34.9% | $4,695-27.1% | $4,876-29.8% |
| Participant deferral / active EE | $8,667 | $6,630+30.7% | $6,247+38.7% | $5,439+59.4% |
| Admin fee / account holder | $11,716 | $10,905+7.4% | $9,243+26.7% | $10,885+7.6% |