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 | $139,552 | $150,440-7.2% | $136,294+2.4% | $147,584-5.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.66% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,291 | $5,256-37.4% | $4,695-29.9% | $4,876-32.5% |
| Participant deferral / active EE | $3,095 | $6,630-53.3% | $6,247-50.5% | $5,439-43.1% |
| Admin fee / account holder | $2,865 | $10,905-73.7% | $9,243-69.0% | $10,885-73.7% |