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 | $107,315 | $171,865-37.6% | $149,718-28.3% | $147,584-27.3% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 19.82% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,236 | $6,275-64.4% | $5,445-58.9% | $4,876-54.1% |
| Participant deferral / active EE | $3,498 | $7,271-51.9% | $6,569-46.7% | $5,439-35.7% |
| Admin fee / account holder | $6,936 | $13,799-49.7% | $11,283-38.5% | $10,885-36.3% |