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 | $162,535 | $150,440+8.0% | $136,294+19.3% | $147,584+10.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 20.17% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,355 | $5,256-36.2% | $4,695-28.5% | $4,876-31.2% |
| Participant deferral / active EE | $6,883 | $6,630+3.8% | $6,247+10.2% | $5,439+26.6% |
| Admin fee / account holder | $1,456 | $10,905-86.6% | $9,243-84.2% | $10,885-86.6% |