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 | $183,464 | $150,440+22.0% | $136,294+34.6% | $147,584+24.3% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 19.03% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,528 | $5,256-51.9% | $4,695-46.2% | $4,876-48.2% |
| Participant deferral / active EE | $10,214 | $6,630+54.0% | $6,247+63.5% | $5,439+87.8% |
| Admin fee / account holder | $3,106 | $10,905-71.5% | $9,243-66.4% | $10,885-71.5% |