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 | $161,008 | $150,440+7.0% | $136,294+18.1% | $147,584+9.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 22.49% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,935 | $5,256-63.2% | $4,695-58.8% | $4,876-60.3% |
| Participant deferral / active EE | $7,038 | $6,630+6.1% | $6,247+12.7% | $5,439+29.4% |
| Admin fee / account holder | $42,386 | $10,905+288.7% | $9,243+358.6% | $10,885+289.4% |