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 | $130,988 | $171,865-23.8% | $149,718-12.5% | $147,584-11.2% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 17.94% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,933 | $6,275-69.2% | $5,445-64.5% | $4,876-60.4% |
| Participant deferral / active EE | $4,437 | $7,271-39.0% | $6,569-32.5% | $5,439-18.4% |
| Admin fee / account holder | $1,496 | $13,799-89.2% | $11,283-86.7% | $10,885-86.3% |