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 | $118,110 | $150,440-21.5% | $136,294-13.3% | $147,584-20.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.79% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,933 | $5,256-44.2% | $4,695-37.5% | $4,876-39.8% |
| Participant deferral / active EE | $12,279 | $6,630+85.2% | $6,247+96.6% | $5,439+125.8% |
| Admin fee / account holder | $358 | $10,905-96.7% | $9,243-96.1% | $10,885-96.7% |