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 | $206,046 | $150,440+37.0% | $136,294+51.2% | $147,584+39.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 19.79% | 1049.08%-1029.3pp | 5155.94%-5136.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $5,598 | $5,256+6.5% | $4,695+19.2% | $4,876+14.8% |
| Participant deferral / active EE | $12,509 | $6,630+88.7% | $6,247+100.2% | $5,439+130.0% |
| Admin fee / account holder | $15,000 | $10,905+37.5% | $9,243+62.3% | $10,885+37.8% |