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 | $145,430 | $171,865-15.4% | $149,718-2.9% | $147,584-1.5% |
| Participation rate | 88.2% | 88.2%0pp | 87.1%+1.2pp | 82.8%+5.4pp |
| Annual return | 13.99% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,998 | $7,271+133.8% | $6,569+158.8% | $5,439+212.5% |
| Admin fee / account holder | $6,844 | $13,799-50.4% | $11,283-39.3% | $10,885-37.1% |