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 | $110,265 | $150,440-26.7% | $136,294-19.1% | $147,584-25.3% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 11.31% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $9,929 | $5,256+88.9% | $4,695+111.5% | $4,876+103.6% |
| Participant deferral / active EE | $3,590 | $6,630-45.8% | $6,247-42.5% | $5,439-34.0% |
| Admin fee / account holder | $1,162 | $10,905-89.3% | $9,243-87.4% | $10,885-89.3% |