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 | $110,876 | $150,440-26.3% | $136,294-18.6% | $147,584-24.9% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 20.44% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,211 | $5,256-77.0% | $4,695-74.2% | $4,876-75.2% |
| Participant deferral / active EE | $3,772 | $6,630-43.1% | $6,247-39.6% | $5,439-30.6% |
| Admin fee / account holder | $8,112 | $10,905-25.6% | $9,243-12.2% | $10,885-25.5% |