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 | $134,683 | $150,440-10.5% | $136,294-1.2% | $147,584-8.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.39% | 1049.08%-1037.7pp | 5155.94%-5144.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,797 | $5,256-65.8% | $4,695-61.7% | $4,876-63.1% |
| Participant deferral / active EE | $5,162 | $6,630-22.1% | $6,247-17.4% | $5,439-5.1% |
| Admin fee / account holder | $76,590 | $10,905+602.3% | $9,243+728.6% | $10,885+603.6% |