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 | $141,741 | $150,440-5.8% | $136,294+4.0% | $147,584-4.0% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 14.56% | 1049.08%-1034.5pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,488 | $5,256-33.6% | $4,695-25.7% | $4,876-28.5% |
| Participant deferral / active EE | $6,395 | $6,630-3.6% | $6,247+2.4% | $5,439+17.6% |
| Admin fee / account holder | $12,624 | $10,905+15.8% | $9,243+36.6% | $10,885+16.0% |