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 | $128,377 | $150,440-14.7% | $136,294-5.8% | $147,584-13.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.44% | 1049.08%-1025.6pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $3,061 | $5,256-41.8% | $4,695-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $4,579 | $6,630-30.9% | $6,247-26.7% | $5,439-15.8% |
| Admin fee / account holder | $745 | $10,905-93.2% | $9,243-91.9% | $10,885-93.2% |