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 | $132,975 | $171,865-22.6% | $149,718-11.2% | $147,584-9.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.13% | 2113.22%-2093.1pp | 1501.63%-1481.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $5,940 | $6,275-5.3% | $5,445+9.1% | $4,876+21.8% |
| Participant deferral / active EE | $7,440 | $7,271+2.3% | $6,569+13.3% | $5,439+36.8% |
| Admin fee / account holder | $494 | $13,799-96.4% | $11,283-95.6% | $10,885-95.5% |