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 5-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 | $141,861 | $150,440-5.7% | $136,294+4.1% | $147,584-3.9% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 40.12% | 1049.08%-1009.0pp | 5155.94%-5115.8pp | 578.55%-538.4pp |
| Employer contribution / active EE | $3,379 | $5,256-35.7% | $4,695-28.0% | $4,876-30.7% |
| Participant deferral / active EE | $8,552 | $6,630+29.0% | $6,247+36.9% | $5,439+57.2% |
| Admin fee / account holder | $57,019 | $10,905+422.9% | $9,243+516.9% | $10,885+423.8% |