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 | $216,167 | $171,865+25.8% | $149,718+44.4% | $147,584+46.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 16.79% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,902 | $6,275-37.8% | $5,445-28.3% | $4,876-20.0% |
| Participant deferral / active EE | $7,450 | $7,271+2.5% | $6,569+13.4% | $5,439+37.0% |
| Admin fee / account holder | $3,076 | $13,799-77.7% | $11,283-72.7% | $10,885-71.7% |