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 | $162,124 | $150,440+7.8% | $136,294+19.0% | $147,584+9.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.18% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,322 | $5,256-17.8% | $4,695-8.0% | $4,876-11.4% |
| Participant deferral / active EE | $7,235 | $6,630+9.1% | $6,247+15.8% | $5,439+33.0% |
| Admin fee / account holder | $7,856 | $10,905-28.0% | $9,243-15.0% | $10,885-27.8% |