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 | $105,486 | $150,440-29.9% | $136,294-22.6% | $147,584-28.5% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 16.85% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,039 | $5,256-61.2% | $4,695-56.6% | $4,876-58.2% |
| Participant deferral / active EE | $10,761 | $6,630+62.3% | $6,247+72.2% | $5,439+97.9% |
| Admin fee / account holder | $21,809 | $10,905+100.0% | $9,243+135.9% | $10,885+100.4% |