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 | $144,813 | $150,440-3.7% | $136,294+6.3% | $147,584-1.9% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 16.69% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,930 | $5,256-44.2% | $4,695-37.6% | $4,876-39.9% |
| Participant deferral / active EE | $7,123 | $6,630+7.4% | $6,247+14.0% | $5,439+31.0% |
| Admin fee / account holder | $8,332 | $10,905-23.6% | $9,243-9.9% | $10,885-23.5% |