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 | $158,067 | $150,440+5.1% | $136,294+16.0% | $147,584+7.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 18.14% | 1049.08%-1030.9pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,206 | $5,256-39.0% | $4,695-31.7% | $4,876-34.3% |
| Participant deferral / active EE | $8,191 | $6,630+23.5% | $6,247+31.1% | $5,439+50.6% |
| Admin fee / account holder | $1,128 | $10,905-89.7% | $9,243-87.8% | $10,885-89.6% |