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 | $127,265 | $150,440-15.4% | $136,294-6.6% | $147,584-13.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.27% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,738 | $5,256-47.9% | $4,695-41.7% | $4,876-43.8% |
| Participant deferral / active EE | $4,921 | $6,630-25.8% | $6,247-21.2% | $5,439-9.5% |
| Admin fee / account holder | $999 | $10,905-90.8% | $9,243-89.2% | $10,885-90.8% |