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 | $189,081 | $150,440+25.7% | $136,294+38.7% | $147,584+28.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.62% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $940 | $5,256-82.1% | $4,695-80.0% | $4,876-80.7% |
| Participant deferral / active EE | $6,500 | $6,630-2.0% | $6,247+4.0% | $5,439+19.5% |
| Admin fee / account holder | $2,027 | $10,905-81.4% | $9,243-78.1% | $10,885-81.4% |