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 | $111,016 | $150,440-26.2% | $136,294-18.5% | $147,584-24.8% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 21.18% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,244 | $5,256-38.3% | $4,695-30.9% | $4,876-33.5% |
| Participant deferral / active EE | $5,197 | $6,630-21.6% | $6,247-16.8% | $5,439-4.4% |
| Admin fee / account holder | $494 | $10,905-95.5% | $9,243-94.7% | $10,885-95.5% |