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 | $114,855 | $150,440-23.7% | $136,294-15.7% | $147,584-22.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.24% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,709 | $5,256-10.4% | $4,695+0.3% | $4,876-3.4% |
| Participant deferral / active EE | $8,671 | $6,630+30.8% | $6,247+38.8% | $5,439+59.4% |
| Admin fee / account holder | $440 | $10,905-96.0% | $9,243-95.2% | $10,885-96.0% |