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 | $159,164 | $150,440+5.8% | $136,294+16.8% | $147,584+7.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.27% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,947 | $5,256-43.9% | $4,695-37.2% | $4,876-39.6% |
| Participant deferral / active EE | $5,546 | $6,630-16.4% | $6,247-11.2% | $5,439+2.0% |
| Admin fee / account holder | $10,796 | $10,905-1.0% | $9,243+16.8% | $10,885-0.8% |