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 | $109,171 | $171,865-36.5% | $149,718-27.1% | $147,584-26.0% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 25.39% | 2113.22%-2087.8pp | 1501.63%-1476.2pp | 578.55%-553.2pp |
| Employer contribution / active EE | $2,594 | $6,275-58.7% | $5,445-52.4% | $4,876-46.8% |
| Participant deferral / active EE | $5,793 | $7,271-20.3% | $6,569-11.8% | $5,439+6.5% |
| Admin fee / account holder | $1,851 | $13,799-86.6% | $11,283-83.6% | $10,885-83.0% |