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 | $153,121 | $150,440+1.8% | $136,294+12.3% | $147,584+3.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.71% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,327 | $5,256-55.7% | $4,695-50.4% | $4,876-52.3% |
| Participant deferral / active EE | $6,458 | $6,630-2.6% | $6,247+3.4% | $5,439+18.7% |
| Admin fee / account holder | $844 | $10,905-92.3% | $9,243-90.9% | $10,885-92.2% |