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 | $152,552 | $150,440+1.4% | $136,294+11.9% | $147,584+3.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 12.78% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,785 | $5,256-66.0% | $4,695-62.0% | $4,876-63.4% |
| Participant deferral / active EE | $5,623 | $6,630-15.2% | $6,247-10.0% | $5,439+3.4% |
| Admin fee / account holder | $2,739 | $10,905-74.9% | $9,243-70.4% | $10,885-74.8% |