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 | $140,060 | $150,440-6.9% | $136,294+2.8% | $147,584-5.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 11.38% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $935 | $5,256-82.2% | $4,695-80.1% | $4,876-80.8% |
| Participant deferral / active EE | $3,739 | $6,630-43.6% | $6,247-40.1% | $5,439-31.2% |
| Admin fee / account holder | $11,256 | $10,905+3.2% | $9,243+21.8% | $10,885+3.4% |