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 | $133,885 | $150,440-11.0% | $136,294-1.8% | $147,584-9.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.12% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,999 | $5,256-62.0% | $4,695-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $2,308 | $6,630-65.2% | $6,247-63.1% | $5,439-57.6% |
| Admin fee / account holder | $4,382 | $10,905-59.8% | $9,243-52.6% | $10,885-59.7% |