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 | $155,333 | $150,440+3.3% | $136,294+14.0% | $147,584+5.3% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 16.83% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $5,450 | $5,256+3.7% | $4,695+16.1% | $4,876+11.8% |
| Participant deferral / active EE | $6,729 | $6,630+1.5% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $2,451 | $10,905-77.5% | $9,243-73.5% | $10,885-77.5% |