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 | $101,355 | $150,440-32.6% | $136,294-25.6% | $147,584-31.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.80% | 1049.08%-1036.3pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,417 | $5,256-54.0% | $4,695-48.5% | $4,876-50.4% |
| Participant deferral / active EE | $6,531 | $6,630-1.5% | $6,247+4.5% | $5,439+20.1% |
| Admin fee / account holder | $22,509 | $10,905+106.4% | $9,243+143.5% | $10,885+106.8% |