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 | $126,901 | $150,440-15.6% | $136,294-6.9% | $147,584-14.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.14% | 1049.08%-1033.9pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $11,853 | $5,256+125.5% | $4,695+152.4% | $4,876+143.1% |
| Participant deferral / active EE | $6,899 | $6,630+4.0% | $6,247+10.4% | $5,439+26.8% |
| Admin fee / account holder | $3,177 | $10,905-70.9% | $9,243-65.6% | $10,885-70.8% |