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 | $184,094 | $150,440+22.4% | $136,294+35.1% | $147,584+24.7% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 21.50% | 1049.08%-1027.6pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $4,146 | $5,256-21.1% | $4,695-11.7% | $4,876-15.0% |
| Participant deferral / active EE | $7,654 | $6,630+15.4% | $6,247+22.5% | $5,439+40.7% |
| Admin fee / account holder | $1,391 | $10,905-87.2% | $9,243-85.0% | $10,885-87.2% |