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 | $122,650 | $150,440-18.5% | $136,294-10.0% | $147,584-16.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.93% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,239 | $5,256-76.4% | $4,695-73.6% | $4,876-74.6% |
| Participant deferral / active EE | $6,860 | $6,630+3.5% | $6,247+9.8% | $5,439+26.1% |
| Admin fee / account holder | $489 | $10,905-95.5% | $9,243-94.7% | $10,885-95.5% |