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 8-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 | $101,492 | $150,440-32.5% | $136,294-25.5% | $147,584-31.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.66% | 1049.08%-1037.4pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $4,599 | $5,256-12.5% | $4,695-2.1% | $4,876-5.7% |
| Participant deferral / active EE | $10,854 | $6,630+63.7% | $6,247+73.7% | $5,439+99.6% |
| Admin fee / account holder | $9,940 | $10,905-8.8% | $9,243+7.5% | $10,885-8.7% |