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 | $213,310 | $150,440+41.8% | $136,294+56.5% | $147,584+44.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 15.53% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,538 | $5,256-70.7% | $4,695-67.3% | $4,876-68.5% |
| Participant deferral / active EE | $6,830 | $6,630+3.0% | $6,247+9.3% | $5,439+25.6% |
| Admin fee / account holder | $5,526 | $10,905-49.3% | $9,243-40.2% | $10,885-49.2% |