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 | $147,493 | $150,440-2.0% | $136,294+8.2% | $147,584-0.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.61% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,000 | $5,256-23.9% | $4,695-14.8% | $4,876-18.0% |
| Participant deferral / active EE | $9,662 | $6,630+45.7% | $6,247+54.7% | $5,439+77.6% |
| Admin fee / account holder | $2,148 | $10,905-80.3% | $9,243-76.8% | $10,885-80.3% |