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 | $137,641 | $150,440-8.5% | $136,294+1.0% | $147,584-6.7% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 14.03% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,923 | $5,256-44.4% | $4,695-37.8% | $4,876-40.1% |
| Participant deferral / active EE | $7,602 | $6,630+14.6% | $6,247+21.7% | $5,439+39.8% |
| Admin fee / account holder | $11,253 | $10,905+3.2% | $9,243+21.7% | $10,885+3.4% |