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 | $158,358 | $150,440+5.3% | $136,294+16.2% | $147,584+7.3% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 17.29% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,261 | $5,256-18.9% | $4,695-9.2% | $4,876-12.6% |
| Participant deferral / active EE | $11,399 | $6,630+71.9% | $6,247+82.5% | $5,439+109.6% |
| Admin fee / account holder | $14,693 | $10,905+34.7% | $9,243+59.0% | $10,885+35.0% |