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 | $129,443 | $150,440-14.0% | $136,294-5.0% | $147,584-12.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.56% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $7,709 | $5,256+46.7% | $4,695+64.2% | $4,876+58.1% |
| Participant deferral / active EE | $8,093 | $6,630+22.1% | $6,247+29.5% | $5,439+48.8% |
| Admin fee / account holder | $1,042 | $10,905-90.4% | $9,243-88.7% | $10,885-90.4% |