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 | $169,535 | $150,440+12.7% | $136,294+24.4% | $147,584+14.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.85% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,235 | $5,256-38.5% | $4,695-31.1% | $4,876-33.7% |
| Participant deferral / active EE | $4,484 | $6,630-32.4% | $6,247-28.2% | $5,439-17.5% |
| Admin fee / account holder | $2,393 | $10,905-78.1% | $9,243-74.1% | $10,885-78.0% |