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 | $159,862 | $150,440+6.3% | $136,294+17.3% | $147,584+8.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.30% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,792 | $5,256-65.9% | $4,695-61.8% | $4,876-63.3% |
| Participant deferral / active EE | $4,916 | $6,630-25.9% | $6,247-21.3% | $5,439-9.6% |
| Admin fee / account holder | $1,730 | $10,905-84.1% | $9,243-81.3% | $10,885-84.1% |