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 | $93,036 | $150,440-38.2% | $136,294-31.7% | $147,584-37.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 28.78% | 1049.08%-1020.3pp | 5155.94%-5127.2pp | 578.55%-549.8pp |
| Employer contribution / active EE | $3,866 | $5,256-26.4% | $4,695-17.7% | $4,876-20.7% |
| Participant deferral / active EE | $8,977 | $6,630+35.4% | $6,247+43.7% | $5,439+65.1% |
| Admin fee / account holder | $442 | $10,905-96.0% | $9,243-95.2% | $10,885-95.9% |