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 | $150,252 | $150,440-0.1% | $136,294+10.2% | $147,584+1.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 11.12% | 1049.08%-1038.0pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,454 | $5,256-72.3% | $4,695-69.0% | $4,876-70.2% |
| Participant deferral / active EE | $6,321 | $6,630-4.7% | $6,247+1.2% | $5,439+16.2% |
| Admin fee / account holder | $45,928 | $10,905+321.2% | $9,243+396.9% | $10,885+321.9% |