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 | $107,149 | $150,440-28.8% | $136,294-21.4% | $147,584-27.4% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 14.28% | 1049.08%-1034.8pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $7,389 | $5,256+40.6% | $4,695+57.4% | $4,876+51.5% |
| Participant deferral / active EE | $10,242 | $6,630+54.5% | $6,247+64.0% | $5,439+88.3% |
| Admin fee / account holder | $20,238 | $10,905+85.6% | $9,243+118.9% | $10,885+85.9% |