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 | $222,015 | $150,440+47.6% | $136,294+62.9% | $147,584+50.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.94% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,830 | $5,256-46.2% | $4,695-39.7% | $4,876-42.0% |
| Participant deferral / active EE | $10,511 | $6,630+58.5% | $6,247+68.3% | $5,439+93.3% |
| Admin fee / account holder | $1,040 | $10,905-90.5% | $9,243-88.7% | $10,885-90.4% |