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 | $219,850 | $150,440+46.1% | $136,294+61.3% | $147,584+49.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.32% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $15,819 | $5,256+201.0% | $4,695+236.9% | $4,876+224.4% |
| Participant deferral / active EE | $14,036 | $6,630+111.7% | $6,247+124.7% | $5,439+158.1% |
| Admin fee / account holder | $384 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |