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 | $90,124 | $150,440-40.1% | $136,294-33.9% | $147,584-38.9% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 15.80% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $7,998 | $5,256+52.2% | $4,695+70.3% | $4,876+64.0% |
| Participant deferral / active EE | $6,996 | $6,630+5.5% | $6,247+12.0% | $5,439+28.6% |
| Admin fee / account holder | $2,827 | $10,905-74.1% | $9,243-69.4% | $10,885-74.0% |