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 | $200,306 | $150,440+33.1% | $136,294+47.0% | $147,584+35.7% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 11.16% | 1049.08%-1037.9pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,633 | $5,256-49.9% | $4,695-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $8,803 | $6,630+32.8% | $6,247+40.9% | $5,439+61.9% |
| Admin fee / account holder | $20,498 | $10,905+88.0% | $9,243+121.8% | $10,885+88.3% |