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 | $141,907 | $150,440-5.7% | $136,294+4.1% | $147,584-3.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.82% | 1049.08%-1034.3pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,061 | $5,256-22.7% | $4,695-13.5% | $4,876-16.7% |
| Participant deferral / active EE | $8,441 | $6,630+27.3% | $6,247+35.1% | $5,439+55.2% |
| Admin fee / account holder | $1,097 | $10,905-89.9% | $9,243-88.1% | $10,885-89.9% |