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 | $234,479 | $150,440+55.9% | $136,294+72.0% | $147,584+58.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.58% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $4,522 | $5,256-14.0% | $4,695-3.7% | $4,876-7.3% |
| Participant deferral / active EE | $6,958 | $6,630+4.9% | $6,247+11.4% | $5,439+27.9% |
| Admin fee / account holder | $1,228 | $10,905-88.7% | $9,243-86.7% | $10,885-88.7% |