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 | $105,015 | $150,440-30.2% | $136,294-22.9% | $147,584-28.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.86% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $4,817 | $5,256-8.4% | $4,695+2.6% | $4,876-1.2% |
| Participant deferral / active EE | $3,994 | $6,630-39.8% | $6,247-36.1% | $5,439-26.6% |
| Admin fee / account holder | $3,623 | $10,905-66.8% | $9,243-60.8% | $10,885-66.7% |