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 | $97,374 | $150,440-35.3% | $136,294-28.6% | $147,584-34.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 19.33% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,814 | $5,256-27.4% | $4,695-18.8% | $4,876-21.8% |
| Participant deferral / active EE | $2,569 | $6,630-61.3% | $6,247-58.9% | $5,439-52.8% |
| Admin fee / account holder | $16,879 | $10,905+54.8% | $9,243+82.6% | $10,885+55.1% |