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 | $136,010 | $150,440-9.6% | $136,294-0.2% | $147,584-7.8% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 17.42% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,775 | $5,256-47.2% | $4,695-40.9% | $4,876-43.1% |
| Participant deferral / active EE | $5,438 | $6,630-18.0% | $6,247-13.0% | $5,4390% |
| Admin fee / account holder | $4,520 | $10,905-58.6% | $9,243-51.1% | $10,885-58.5% |