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 | $120,395 | $171,865-29.9% | $149,718-19.6% | $147,584-18.4% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 9.46% | 2113.22%-2103.8pp | 1501.63%-1492.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $4,007 | $6,275-36.1% | $5,445-26.4% | $4,876-17.8% |
| Participant deferral / active EE | $5,070 | $7,271-30.3% | $6,569-22.8% | $5,439-6.8% |
| Admin fee / account holder | $5,331 | $13,799-61.4% | $11,283-52.7% | $10,885-51.0% |