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 | $173,636 | $150,440+15.4% | $136,294+27.4% | $147,584+17.7% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 14.70% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,831 | $5,256-46.1% | $4,695-39.7% | $4,876-42.0% |
| Participant deferral / active EE | $13,647 | $6,630+105.8% | $6,247+118.4% | $5,439+150.9% |
| Admin fee / account holder | $6,206 | $10,905-43.1% | $9,243-32.9% | $10,885-43.0% |