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 | $181,774 | $169,032+7.5% | $129,207+40.7% | $145,922+24.6% |
| Participation rate | 95.2% | 76.4%+18.8pp | 69.6%+25.6pp | 80.3%+15.0pp |
| Annual return | 9.49% | 14330.11%-14320.6pp | 9417.33%-9407.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $5,641 | $5,537+1.9% | $4,153+35.8% | $4,660+21.1% |
| Participant deferral / active EE | $10,263 | $4,987+105.8% | $4,168+146.3% | $6,688+53.5% |
| Admin fee / account holder | $37,786 | $9,954+279.6% | $7,715+389.8% | $13,397+182.0% |