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 | $195,414 | $150,440+29.9% | $136,294+43.4% | $147,584+32.4% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 11.30% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $11,401 | $5,256+116.9% | $4,695+142.8% | $4,876+133.8% |
| Participant deferral / active EE | $11,100 | $6,630+67.4% | $6,247+77.7% | $5,439+104.1% |
| Admin fee / account holder | $19,578 | $10,905+79.5% | $9,243+111.8% | $10,885+79.9% |