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 | $108,503 | $150,440-27.9% | $136,294-20.4% | $147,584-26.5% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 11.39% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,534 | $5,256-51.8% | $4,695-46.0% | $4,876-48.0% |
| Participant deferral / active EE | $3,448 | $6,630-48.0% | $6,247-44.8% | $5,439-36.6% |
| Admin fee / account holder | $3,518 | $10,905-67.7% | $9,243-61.9% | $10,885-67.7% |