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 | $125,902 | $150,440-16.3% | $136,294-7.6% | $147,584-14.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.36% | 1049.08%-1028.7pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,014 | $5,256-80.7% | $4,695-78.4% | $4,876-79.2% |
| Participant deferral / active EE | $2,407 | $6,630-63.7% | $6,247-61.5% | $5,439-55.7% |
| Admin fee / account holder | $3,985 | $10,905-63.5% | $9,243-56.9% | $10,885-63.4% |