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 | $103,102 | $150,440-31.5% | $136,294-24.4% | $147,584-30.1% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 21.34% | 1049.08%-1027.7pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $4,278 | $5,256-18.6% | $4,695-8.9% | $4,876-12.3% |
| Participant deferral / active EE | $9,569 | $6,630+44.3% | $6,247+53.2% | $5,439+75.9% |
| Admin fee / account holder | $429 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |