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 | $189,685 | $150,440+26.1% | $136,294+39.2% | $147,584+28.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.53% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $4,341 | $5,256-17.4% | $4,695-7.6% | $4,876-11.0% |
| Participant deferral / active EE | $4,306 | $6,630-35.1% | $6,247-31.1% | $5,439-20.8% |
| Admin fee / account holder | $2,318 | $10,905-78.7% | $9,243-74.9% | $10,885-78.7% |