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 | $219,212 | $171,865+27.5% | $149,718+46.4% | $147,584+48.5% |
| Participation rate | 78.9% | 88.2%-9.2pp | 87.1%-8.1pp | 82.8%-3.9pp |
| Annual return | 18.02% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,707 | $6,275-40.9% | $5,445-31.9% | $4,876-24.0% |
| Participant deferral / active EE | $10,304 | $7,271+41.7% | $6,569+56.9% | $5,439+89.5% |
| Admin fee / account holder | $8,508 | $13,799-38.3% | $11,283-24.6% | $10,885-21.8% |