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 | $113,599 | $150,440-24.5% | $136,294-16.7% | $147,584-23.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.17% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,460 | $5,256-15.1% | $4,695-5.0% | $4,876-8.5% |
| Participant deferral / active EE | $10,858 | $6,630+63.8% | $6,247+73.8% | $5,439+99.6% |
| Admin fee / account holder | $18,809 | $10,905+72.5% | $9,243+103.5% | $10,885+72.8% |