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 | $128,866 | $150,440-14.3% | $136,294-5.4% | $147,584-12.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 25.39% | 1049.08%-1023.7pp | 5155.94%-5130.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $2,306 | $5,256-56.1% | $4,695-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $3,914 | $6,630-41.0% | $6,247-37.3% | $5,439-28.0% |
| Admin fee / account holder | $7,803 | $10,905-28.4% | $9,243-15.6% | $10,885-28.3% |